Case StudyData-driven partnerships: the Flip CX success story
How Flip CX systematized partner relationships and built a program where more than half of new business now comes from partners.
“PartnerPortal.io is literally enabling us to do a lot more with less. Otherwise we would have been hacking the CRM or putting some spreadsheet together, whereas PartnerPortal.io is ready to go and very quick to get up and running.”
About Flip CX
Flip CX brings AI-powered customer service to eCommerce, retail, and transportation with an Alexa-like voice experience — making interactions friendlier and more efficient for brands like Vuori, GNC, and Brooklinen. With around 100 partners across technology, channel, and ambassador categories, Flip CX has used PartnerPortal.io since January 2023. We discussed the platform’s impact with Shawn Li, VP of Demand & Partnerships.
The Problem
Before PartnerPortal.io, Flip CX’s CRM was, in Shawn’s words, “great for tracking deal opportunities and moving them through the sales and marketing funnel, but really not designed with partners in mind.” Partners wanted transparency and accountability — to monitor deal progress without requesting exports — and the lack of visibility dampened partner enthusiasm.
Without a centralized portal, Flip CX also struggled to display their program’s value and credibility, making it harder to attract and efficiently onboard new partners.
The Solution
“I view PartnerPortal.io as a way to really systematize business relationships beyond just revenue share,” Shawn reflected. Partners now “come in and easily register deals, see the revenue sharing and the assets we have loaded for them, which gives them peace of mind and provides credibility and social proof to our partner program.”
That’s complemented by end-to-end visibility — the ability to “fire up PartnerPortal.io and see the entire list of opportunities for our partners, the stage they’re working on, and more.” And because there’s “no attribution code tracking, no testing or engineering work,” the program was up and running on a tight timeline.
The Results
PartnerPortal.io fundamentally changed the dynamics of Flip CX’s programs. “Our ambassador program would be impossible without PartnerPortal.io,” Shawn noted — enabling Flip CX to work with sophisticated partners and elevating the professional standing of the program. Internally, it added value across finance, marketing, and demand generation, making partnerships “more data-driven and more predictable.”
More than half of our new business now comes from partners, and almost a third of it comes from our ambassador program alone.
The platform has enabled the closure of several deals valued upwards of $250,000. Shawn closed: “My team and partners really enjoy using PartnerPortal.io. It was certainly the right decision for our team.”