MoEngage is an Intelligent Marketing Cloud, built for the Mobile-first world. They provide marketing solutions across various industry verticals and has been involved with outsourcing business to their partners.

MoEngage is an Intelligent Customer Engagement Platform trusted by enterprises in 35 countries, including several Fortune 500 brands.

Consumer brands use MoEngage to personalize every customer interaction and drive better engagement, retention, loyalty and lifetime value.


    • MoEngage currently manages their partners with the help of Excel sheets.
    • Unable track leads or opportunities from their partners and the various life cycle of opportunity.
    • Revenue or opportunity amount margin is manually shared.
    • All communications or updates with partners are through email.
    • Documents and training material is shared over the email.


    • With partner Community login, MoEngage team has the visibility of partner leads and opportunity. Internal Sales teams now can accept the lead shared by partners and updates are to respective partner owners.
    • With the implementation of Salesforce partner portal feature, the partners can now track every lead and opportunity from portal.
    • Our implementation team architected a holistic digital transformation solution that allows the partner users to collaborated, ask question and can raise issues from the portal.
    • Sharing documents like NDA, Case study and training materials from MoEngage team to partner and from partner to MoEngage team.
    • Created Reports and dashboard to visibility on the numbers which is been made by the individual’s partner.

Process Flow