Onboarding Portal

Everything you need to know to get started with the UCX Platform.

Establish How You Want to Grow Your Channel Sales

Whether you’re looking to grow your channel sales or improve the bottom line, UCX has a solution to help.

STEP ONE

Fill In the Form

We start with your goals — what you’d like to accomplish with UCX. Fill in the form to tell us more.

From there, we’ll figure out the best options for you

STEP TWO

Connect With Your Customer Success Specialist

When you join UCX, a dedicated Customer Success Specialist is assigned to you. 

They’ll make sure you have a smooth onboarding process, and the top-tier support you need to succeed.

Every brand has different needs, so we've built a flexible onboarding process that offers multiple options depending on your requirements.

Channel Onboarding

Expand your eCommerce reach through a unified channel management experience.

We create your fully branded online storefront for your products and set up the portal.

  • Your personalized online storefront includes your logo, company description, contact information, highlights, and more.
  • Your online ordering portal allows you to view and manage orders, view and update customer information, invoicing, and more.

Your Customer Success Specialist creates or imports your product into your channel. The UCX Product Builder feature enables us to productize even the most complex products. 

Everything from pictures, attributes, features, or any other product specs is easily applied. With custom configuration, we add attributes, variants, create product categories, and more.

Explore Product Builder >

After we set up your Channel, we can start onboarding your reseller and distributor network. 

To onboard your resellers and distributors we set up fully-branded online storefronts, where we list your products according to your relationship with each specific reseller or distributor. 

As part of the onboarding process we provide your resellers and distributors with: 

  • Marketing collateral and support
  • Training on using the storefronts
  • Response to any questions or inquiries within 48 hours. 


At this stage, you decide whether you want to have a
Public Channel or Private Channel.

Public Channel
Besides your network of resellers, you allow for your products to be picked up and sold by the network of affiliates in the UCX platform.

Private Channel
You only onboard and manage your network of distributors and resellers, and do not make your products available to affiliates in the UCX network.

Once we set up your products and onboard resellers and distributors to your channel we focus on the crucial part of your channel sales management, price books, and commissions. 

We handle the technical part, setting up product prices and commission rates according to your specifications:

Create and Assign Price Books
Create default or custom price books for different partner and product levels, control wholesale price, and set profit percentages for your distributors and resellers.

Explore Price Books >

Automate Commission Payouts
Set custom commission rates and automate calculation, payouts, reporting, and more. With automated commissions, you ensure fast and accurate payouts.

Explore Commissions >

By automating price books and commissions we empower you to manage channel sales simpler and in less time.

We also integrate additional features into your channel for increased efficiency and functionality. With integrations of your choice, we streamline processes, enhance workflows, and upgrade your customer experience.

Explore Integrations >

We walk you, your resellers, and distributors through and provide all the information you need to utilize all the powerful features of our platform.

Your dedicated Customer Success Specialist ensures a smooth onboarding process and after-care service. We are there to solve any problems you experience and to make your channel sales a success, ensuring that all aspects of your business are taken care of.

Outreach

More Resources at Your Fingertips

Grow your channel ecosystem, boost your digital identity or just improve on your channel sales. We have a selection of solutions to make that happen:

Website Solutions

Attract more customers with a new, dynamic and modern design. Our team of professionals quickly revamps your existing website or creates a new, fresh, and intuitive one from scratch.

Channel Support

Recruit new resellers, promote your products, engage with new customers, and have full control over your channel sales.

Digital Marketing Solutions

Grab the attention of your customers through email marketing, landing pages, visual identity, social media marketing, and quality digital designs.