Jake Schapiro
PandaDoc Strategic Alliances Manager
I’ll admit I’m not the expert when it comes to technical quality or security but here are some of the things I think about here:
- Robust integration functionality with seamless data flow and functionality between your platform and the partner’s.
- Clear documentation of the integration's technical specifications and capabilities including detailed technical documentation for your internal teams and mutual customers.
- Adherence to your API standards and best practices.
- Completion of a security assessment or audit, demonstrating compliance with industry standards
- Easy to follow onboarding documentation for end users. Like I said in another answer, eliminate friction.
- Establishment of dedicated support channels for integration-related inquiries. These can be mutually defined but should include service level agreements (SLAs) for response times and issue resolution plus clear escalation paths.
To boil it down, I would say the must haves are security, reliability, and support.
Mark Iafrate
Intercom Principal, Integrated Marketing
Before certifying and marketing an integration partner, ensure several key elements are in place. First and foremost, there should be a clear joint value proposition—your products should work together to create incremental value for customers. Without this, the partnership may lack a compelling reason for customers to engage.
Next, assess the existing customer base. Do you have a significant number of joint customers or strong prospects? Tools like Crossbeam can help identify overlapping audiences. Clarify responsibilities for building and maintaining the integration. Often, maintenance is overlooked, but ensuring there's a clear commitment from one or both sides will prevent issues down the line.
Verify that your partner has the necessary resources for joint sales and marketing, including budget, headcount, and bandwidth to support go-to-market efforts. If customers are already using the integration, check for positive feedback and successful outcomes—this is a good indication that further investment will pay off. The more of these elements you can validate, the lower the risk and the higher the likelihood of success.
Maurits Pieper
Dixa Head of Partnerships
- What does the MVP look like of the integration?
- What resources are required to build it
- What resources are required to maintain it? What about an SLA?
- What communication/tech support is needed from both partners?
- Product images, recording and support material to share and enable internally?
- Breakage protocol? Any data/security minimum requirements needed?
Kelly Sarabyn
HubSpot Platform Ecosystem Advocate
Deep, high quality integration, SLA for supporting the integration, security of the integration, meets a real need of your customers, successfully used by a reasonable number of customers for at least 6 months, and a commitment to updating it in a timely fashion. You could also roll in GTM asks such as referrals or promotion of the integration if you wish.
Margot Mazur
HubSpot Manager, GTM Strategic Partnerships
Hey there! Here are a few things to think through, not an exhaustive list:
- How are they supporting the integration? What happens if something breaks or needs to be updated?
- What happens if someone needs help with the integration? How can customers reach them and how quickly will they be responded to?
- What does the security of the integration look like? How is customer data being stored/managed?
- Are they promoting the integration? If so, how? What do their marketing resources look like?
- What is the value prop for customers? What are best practices for using the integration?
- Do you have screenshots/video walkthrough of the integration?
- What are your goals for this integration? Are you looking for a specific number of connections? Are you hoping it will drive sign ups for your product? What does a successful integration look like for you?
From there you can figure out whether it's the right fit, and how you can work with them to drive more connections.