appSavvy Partner Program

Turn Every Past Client Into A New Opportunity "Most vendors compete on price. You'll compete on client impact."

THE OPPORTUNITY

Why Every Salesforce Consultant Needs appSavvy apps In Their Portfolio 

✓ Legitimate reason to re-engage every past client
✓ Process optimization opportunities in every org  
✓ Competitive advantage over price-competing vendors
✓ Additional discovery sessions and billable services
✓ Solutions for problems clients don't know they have

"Co-Pilot InApp Guidance and Progress Manager are strong enough to serve as the perfect reason  to re-engage old relationships and spark new conversations."

PARTNER ROLES

Three Ways Partners Succeed With appSavvy group

  • DEVELOPMENT AUGMENTATION
Support our development when project volumes peak
  • CLIENT IMPLEMENTATION  
Install and configure for qualified leads we pass along
  • BUSINESS DEVELOPMENT
Present to your existing client base for additional revenue
(Referral fees and commissions apply)

IDEAL PARTNER PROFILE

Who Thrives As An appSavvy Partner

"Our best partners have Mid tier consulting backgrounds - , or similar firms"

✓ Values process and methodology over quick fixes
✓ Conducts thorough discovery sessions with clients  
✓ Builds deep, consultative client relationships
✓ Proactive approach to identifying client opportunities
✓ Understands that not every client knows they need this

"We're looking for partners who can guide clients toward awareness of process improvement opportunities."

Getting Started

Partner Application Process


STEP 1: Hands-On Experience
• Install Progress Manager in sandbox/dev org
• Configure  on 4 objects (Leads, Accounts, Opportunities, Custom)
• Set up at least 2 record type templates

STEP 2: Partnership Discussion
• Demo your configuration 
• Discuss your engagement methodology
• Explore client portfolio opportunities
• Review partnership terms and territories

STEP 3: Program Activation
• Finalize partnership agreement
• Receive qualified lead pipeline
• Access partner resources and support

COMPETITIVE ADVANTAGE

Why This Changes Your DreamForce Conversation: 

"Having Progress Manager and Co-Pilot in your portfolio  is a significant advantage."  Instead of: 
"We implement Salesforce for $X per hour" You Say: "We help organizations achieve 25%+ better process  predictability across every Salesforce business function"  
✓ Stand out from price competition 
✓ Lead with business outcomes, not features   
✓ Create consultant-to-consultant credibility 
✓ Open doors to C-suite conversations

Have questions? We’re here to help.

Ready To Transform Your Consulting Practice? 

"We believe having Progress Manager and Co-Pilot in your  portfolio is a significant advantage."  
  Install Progress Manager  >   Schedule Partnership Call

appSavvy Apps

Admin Productivity

For Administrators and Compliance Officers: Apply granular access controls to Activities with the same precision used on other Salesforce objects, protecting sensitive data while keeping collaboration seamless.
Coming Soon! AppExchange. Jan.. 2026
Logo with large navy blue text reading 'ACTIVITY' and a green rectangle with black text 'ROLL-UPS' on top, followed by smaller gray text 'OUT-OF-THE-BOX ACTIVITY ROLL-UPS'. 
For Administrators: Instantly add out-of-the-box Activity Rollup summaries to any object. Install and start rolling up in 10 minutes. Gain clear visibility into activity trends without custom code, flows or complex setup.
Coming Soon! AppExchange. Dec.. 2025
Workflow for pro-suite edition logo with green label and tagline about automation 
For Administrators, Stakeholders: Pro-Suite Edition orgs get unlimited  email alerts, field updates, record creation and create new tasks  for one monthly flat fee. No code, no complex UI, no limits. Ready to go, out of the box. 
Coming soon Dec 2025.

OEM Solutions

For Scrum Masters and Daily Standup Leaders: Keep standups focused, track blockers, and quickly spot team members falling behind. Capture progress in real-time, visualize team velocity, and ensure every sprint moves forward efficiently..

Coming Soon! AppExchange. Dec.. 2025

Logo for Agile's Co-Pilot with the tagline 'Keeps your daily stand-ups moving forward'. 
For Fitness Trainers: Track individual and group workouts, manage purchased and missed sessions, and store workout videos and client images to show progress or demonstrate proper form. Give clients clear, accessible progress tracking with guided resources that add a professional touch to your practice.. 
Coming Soon! AppExchange. Oct. 2025
Logo with the words "COACHES" in large navy blue font, and the green label "CO-PILOT" overlapping the top right of "COACHES". Below it, in smaller font, it says "FOR BUSINESS COACHES." 
For Business Coaches: Manage client goals, track progress, and keep every engagement structured and measurable for stronger client outcomes. Auto summarize meeting transcripts update fields, and centralize all client interactions in one place.
Coming Soon! AppExchange. Oct. 2025
Logo with the text 'Coaches for Life Coaches' and a green label reading 'Co-Pilot' 
For Independent or Corporate Life Coaches: Manage client goals, track progress, and keep every session structured and measurable for lasting client results. Auto summarize meetings, update fields, and centralize all client interactions.
Coming Soon! AppExchange. Oct. 2025
Logo of 'Coaches Co-Pilot for Corporate Mentors' with bold text 'COACHES' and green highlight 'CO-PILOT'. 
For Corporate Mentors: Align development plans with milestones, provide transparent tracking, and make growth visible across teams. Empower mentors and mentees with a shared roadmap that keeps progress measurable and momentum strong.
Coming Soon! AppExchange. Oct. 2025
Regulatory submissions logo with the text 'global process management for medical device' 
For Process Leaders: Medical Device Regulatory Affairs, Compliance, Quality, Operations, VP’s, etc .. Never miss a submission. Streamlines global processes with structured process catering to each country, real-time tracking, and full visibility so teams stay aligned and audits run smoothly. 
Coming Soon! AppExchange. Nov. 2025
For Small & Medium sized Contractors:  Plumbers, HVAC, Mechanical, etc. Load your project details, drawings, change orders, specifications, and email folders, then enable your staff to use our AI to validate key project details, flag change orders, and maintain a complete audit trail.
Coming Soon! AppExchange. Jan. 2026
For Independent Hair Stylists and Salon Owners: Build client loyalty, track key dates, family names, late show history, images, and open slots, all while integrating seamlessly with your existing booking app. Gain full visibility into your schedule and client history to optimize bookings and grow your business.
Coming Soon! AppExchange. Oct. 2025

Process Solutions

For Change Managers, Trainers, Compliance, Stakeholders, and Process Leaders: Deliver bite-sized, actionable training inside Salesforce at the point of need, preferred by today’s workforce. Seamlessly enhance adoption and efficiency with real-time, tailored guidance for every role. Also supports change management communications!
Coming Soon! AppExchange. Oct. 2025
Logo with the word 'PROGRESS' in large blue letters, and a green label on the right side with the word 'MANAGER', with a tagline 'Forecast any Salesforce process better' underneath. 
For Process Leaders: overlooking sales, service, marketing, any process in Salesforce. Add Project Management “like” discipline to eery object, ever Cloud, every record. Progress Manager gives every Salesforce record its own milestone tracker, automatically updating as fields change so teams always know exactly where work stands. Get it now on the AppExchange.
Get it Now on the AppExchange!
For Admins and Business Leaders: GoToMeeting to Salesforce Integration automatically syncs meetings, attendees, and Q&A across Leads, Accounts, and Contacts, keeping records accurate and up to date without manual entry.
Coming Soon! AppExchange. Jan. 2026
For Process Leaders: Finance, Accounting, Medical, Legal, Insurance, Compliance, etc.: Email + App centralizes approved regulatory content so teams can instantly merge the right language into client email communications without searching or improvising, ensuring compliance and saving time.
Coming Soon! AppExchange. Dec. 2025