# Partner Discovery Discover and invite partners without leaving Suger, using AI-assisted recommendations or partner companies you already track in Salesforce. --- ## Overview Partner Discovery helps you find new partners and invite them into your network. You can source partners in two ways: - **Recommended Partners** — AI-assisted recommendations generated from your existing partner and co-sell data. - **From Your CRM** — Partner companies that already exist in Salesforce and have been configured as partners. Use Partner Discovery to identify new partnership opportunities or quickly invite partners you already track in Salesforce. ## Navigate to Partner Discovery 1. Go to **Suger Console**, then click **Partners**. 2. Click **Partner Discovery**. 3. Switch between the **Recommended Partners** and **From Your CRM** tabs to see each source. ## Recommended Partners The **Recommended Partners** tab shows AI-assisted recommendations generated from the partner, referral, CRM, and co-sell data already available in your Suger account. These recommendations aren't pulled from a generic company directory. Instead, Suger analyzes the relationship and opportunity data already available in your organization to surface potential partners that may be relevant for collaboration opportunities. Use this tab when you're: - Expanding your partner network using existing relationship data - Looking for partners that may help create or accelerate opportunities - Prioritizing which partners to engage first ![Recommended Partners tab showing AI-assisted partner recommendation cards](images/find-and-invite-partners-with-partner-di-1.png) :::info If no recommendations appear, your account may not yet have enough partner or co-sell data to generate suggestions. ::: ### Understanding the Recommendation Cards Each recommendation card includes: - **Partner Type** — The type of partner, such as a reseller. - **Confidence** — A three-bar meter next to a `High`, `Medium`, or `Low` label, so you can rank outreach at a glance. - **Company size** — A `Small`, `Medium`, or `Large` badge. Hover it to see the employee count behind the label. - **Channel badges** — The marketplaces and channels the company sells through, shown as the channel's logo where Suger has one. - **Recommended Targets** — Customer accounts where Suger has identified potential overlap or co-sell opportunities with this partner. Reads `No matches` when there is no overlap to show. - **Potential Revenue** — An estimated revenue opportunity associated with the partnership, based on the data available in your account. The confidence label is derived from the recommendation's score: | Label | Score | | --- | --- | | High | 0.7 and above | | Medium | 0.4 up to 0.7 | | Low | Below 0.4 | Company size follows the headcount Suger has on the company: | Badge | Employees | | --- | --- | | Small | Fewer than 100 | | Medium | 100 to 999 | | Large | 1,000 or more | ![A Recommended Partners card — the partner name with its confidence meter reading High, a short profile, the relationship badge, the recommended target account, the potential revenue, and the Invite button](images/42-recommended-partner-card.png) :::info Recommendations are designed to help you prioritize potential partnerships. They are not guarantees of revenue or partnership success. ::: ### Who Doesn't Appear Here Discovery only suggests companies you haven't acted on. A company drops out of the recommendations once your relationship with it has a real state: - **Active** partners — already in your network. - **Inactive** partners — you've already decided about them. - **Pending** partners — you've invited them and are waiting on a reply. An invitation counts as having found them, so Suger stops re-suggesting a company you already reached out to. That leaves `SUGGESTED` — companies Suger surfaced that you have never acted on — as the population the Recommended Partners tab draws from. ### Partners That Promote Themselves A suggested or pending company that starts producing real marketplace revenue with you is promoted to **Active** automatically. Money moving is stronger evidence of a live partnership than a status field, so Suger stops treating the company as a lead and moves it into **All Partners**. The trigger is *realized* revenue — revenue already disbursed. Upcoming or projected revenue does not promote anyone, since it hasn't happened yet. :::info Promotion is one-way and never overrides a decision you made. A partner you deliberately set to **Inactive** stays inactive no matter how much revenue arrives. ::: ### How to Use These Recommendations Partner Discovery helps you decide where to focus your outreach efforts. A simple approach is: 1. **Start with High confidence recommendations.** These recommendations generally have stronger signals in your organization's data. 2. **Review the Recommended Targets.** Look for customer accounts where the partner may be able to help create or accelerate opportunities. 3. **Evaluate the opportunity.** Consider whether the account overlap and estimated revenue opportunity make the partnership worth pursuing. 4. **Personalize your outreach.** When sending an invitation, reference the shared account or opportunity in the **Context for this engagement** field so the invitation feels relevant rather than generic. ![Recommendation card detail with Recommended Targets and Potential Revenue](images/find-and-invite-partners-with-partner-di-2.png) ## From Your CRM The **From Your CRM** tab shows partner companies that already exist in Salesforce. During Salesforce setup, you tell Suger how to identify which Salesforce accounts should be treated as partners — for example, accounts where `Type = Partner`. Any accounts that match that rule automatically appear in this tab. Use this tab when you already manage partner companies in Salesforce and want to invite them to Suger without manually entering their information. :::info Before you can use this tab, you must first connect Salesforce and set up which Salesforce accounts should be treated as partners. See [Sync Partners from Salesforce](/prm/sync-partners-from-salesforce/). ::: ![From Your CRM tab listing partner accounts synced from Salesforce](images/find-and-invite-partners-with-partner-di-3.png) Once your CRM configuration is saved: - Matching partner accounts automatically appear here. - Company names and contact emails are pre-filled from Salesforce. - You can invite one or more partners directly from the results. ## Invite Partners You Discover After identifying partners in either tab, you can invite them directly. - Click **Invite** on an individual partner card to invite one company. ![Invite button on an individual partner card](images/find-and-invite-partners-with-partner-di-4.png) - Select multiple partners and click **Invite Selected** to send invitations in bulk. ![Selecting multiple partners and choosing Invite Selected for a bulk invitation](images/find-and-invite-partners-with-partner-di-5.png) Partner Discovery uses the same invitation workflow as manual invitations. For detailed instructions on inviting partners, see [Invite Partners](/prm/invite-partners/).