This document explains the different types of partners program we currently have in place, what is expected from each party and how the relationship will look.

The programs

At Optimetriks we have 2 types of partnerships based on the partner's implication in the sales process:

  1. Referral Partners Program - Light involvement in the sales process

  2. Affiliate Partners Program - Strong involvement in the sales process

Referral Partners Program

Affiliate Partners Program

Who is


In general an existing


Companies / Consultants having regular interactions with our segment of customers. E.g: IT solutions providers,SaaS resellers, Market research agencies, Consultancies etc.

What is expected

from the partner?

Make an introduction to a qualified lead and make sure the conversation is engaged

Autonomously secure clients, have them pay for automated packages (Starter / Pro) with little or no (Starter) involvement from Optimetriks. They are also expected to work on up-selling our current customer database as well as being force of proposition on new features to be included in the system.

What support will the partner get?

  • On the shelf documentation

  • On the shelf documentation

  • Dedicated trainings / certifcations

  • Dedicated Account Manager

  • Support for deployment of complex features through our ticketing sytem

  • Source of Qualified Leads

  • Visibility on our Website

  • Possibility to recommend prospects to include in our

What reward will the partner get?

5% of the first 12 months of invoices paid by this client

20% of the first 12 months of invoices paid by this client

Our Products

We currently have one main product FieldPro which is our Sales Force Automation system. Several packages based on available features have been defined.

  • Starter Plan

  • Pro Plan

  • Enterprise Plan

Detail of each plan can be found here:

How do we Support our Partners

We aim at building lasting and win-win relationships with our partners. To do so we have developed a set of documentation and training to help them as much as possible.

  1. System Handling and Usage

    1. Knowledge Base

      1. Comprehensive and up-to-date documentation on how to perform all the actions possible in Fieldpro

      2. Accessible online here:

    2. Training

      1. Our Affiliate partners will receive an in-depth training on the system from their dedicated account manager

    3. Ticketing System

      1. Our Affiliate partners will have the possibility to raise tickets to request for help in deploying complex features

  2. Commercial

    1. Branding kit (

      1. to use for any marketing communication

    2. Website

      1. The most up to date source of information and the main way to convert leads


    3. Company Deck

    4. Case studies / Blog / Testimonials



    5. Monthly Newsletter

How do we Sell

Step 1: All clients are to first be on-boarded on the Starter Plan. It is the main entry door to our product as it is very easy to deploy and to take in hand.

Step 2: Clients active on the Starter plan are fed with content by our Marketing team and regularly engaged by our partners to trigger up-sale to a Pro Plan.

Step 3: Once the client is active on the Pro-plan and needs more customizations/integrations, he will be up-sold on an Enterprise plan.

A client is considered acquired by:

  • Referral partner when:

    • We (Optimetriks) did not have active discussions with this client over the past 1 year

    • The lead is closed within 3 months after a referral from the partner

  • Affiliate partner when:

    • The partner has managed by himself to bring the client to the first payment of the Starter Plan

Incentive Payment

The partner will receive its commission within 30 days after full payment is received by the customer.

Optimetriks <> Affiliate - Relationship

In addition to the above, each Affiliate partner will have a dedicated Account Partner Manager that he/she can interact with to brainstorm on leads. The Account Partner Manager will schedule a monthly meeting with the Affiliate partner to review the sales made, objectives, and additional support that can be brought.

How to become an Optimetriks partner

  • Send an email to

  • Affiliate partners should agree and sign our partner's contract

  • Affiliate partners should have at least 1-2 staffs who have followed FieldPro training and are able to onboard and train clients