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

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:

Company size follows the headcount Suger has on the company:

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.

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.

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.

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.

  

• Select multiple partners and click Invite Selected to send invitations in bulk.

  

Partner Discovery uses the same invitation workflow as manual invitations. For detailed instructions on inviting partners, see Invite Partners.