Check Point RFP (11/25)

RFP for Partner Relationship Management Platform Project

Please return to Monique Chmiel, GTM Process Integration Manager [e-mail] | 907-521-2296

By December 1, 2025

We have identified eleven categories that must be addressed for Check Point to have the strongest level of confidence in their PRM vendor selection.

GOAL: Provide partners with access to an “all-in-one” platform so there is alignment                                                                                 on goals and process allowing Check Point to grow & scale:

1. RECRUIT: Attract, qualify, identify the right incentives based on needs + contract
2. PLAN: Kick-off, goal setting, pricing model, operational mechanisms between teams
3. ENABLE: Training, documentation, marketing collateral
4. GO-TO-MARKET: Co-marketing and co-selling
5. SUPPORT: Account management, QBRs and tech support
6. EXPAND: Analyze results, adjust goals, acceleration

1. Vendor General Information Evaluation

• Provide an overview of your company, including headquarters, years in business, and number of active PRM deployments

→ ChannelScaler is headquartered in Galway, Ireland, with offices in the U.S., U.K., and India. Founded in 2010 through the merger of Channel Mechanics and Allbound, the company now supports 400+ enterprise deployments and 400,000+ partners globally, delivering PRM, MDF, rebates, onboarding, and incentive automation at enterprise scale.

• Which countries is your tech staff located – time zone?

→ Engineering, product, and support teams are distributed across Ireland (GMT), U.K. (GMT), U.S. (EST/PST), and India (IST), providing 24×7 coverage and continuous customer support across time zones.

• Describe your PRM solution’s primary differentiators in the enterprise market

→ ChannelScaler combines modern UX with a program automation engine, offering AI-driven analytics, ISO/SOC-certified security, and proven scalability supporting $140B+ in channel revenue — uniquely suited for complex global ecosystems.

• What industries and partner models does your PRM platform best support (e.g., resellers, MSSPs, distributors, alliances)?

→ ChannelScaler supports resellers, distributors, MSPs/MSSPs, alliances, OEMs, ISVs, and GSIs across cybersecurity, networking, SaaS, manufacturing, and telecom, with configurable workflows for sell-to, sell-through, and sell-with partner models.

• Provide a high-level overview of your product roadmap for the next 12–24 months

→ The roadmap focuses on AI Concierge automation, deeper Salesforce and Marketo integrations, enhanced partner analytics and health scoring, mobile access and Teams/Slack integrations, and an expanded API-first architecture enabling full PRM–PMAP interoperability.

• Describe your customer success model and available support tiers for enterprise clients

→ Every enterprise customer receives a dedicated Customer Success Manager, Hypercare onboarding (first 90 days), and 24×7 global support. Tiers include Standard, Enhanced, and Enterprise, all with proactive monitoring, SLA-backed uptime, and quarterly business reviews.

• For professional services work that may be needed post-implementation, is your fee model time & materials based or fixed cost based?

→ ChannelScaler offers both fixed-cost implementation engagements and time-and-materials options for post-launch enhancements or customizations.

• Is your pricing model per Partner Account or per portal User?

→ ChannelScaler uses an unlimited-user, unlimited-partner pricing model based on deployed modules, ensuring predictable scalability without per-user or per-partner fees.

• Are you currently in litigation with any of your past or current customers? If so, describe.

→ No. ChannelScaler (including Channel Mechanics and Allbound) has no history of litigation with any customers and maintains long-term enterprise relationships built on trust and performance.

 

2. Platform Architecture & Integrations

• Is your platform built on a modern, scalable, API-first architecture?
  → Yes. ChannelScaler is built on a modern, microservices-based, API-first architecture hosted on Microsoft Azure, ensuring high availability, scalability, and interoperability across enterprise ecosystems. The open RESTful framework enables seamless integration with CRM, MAP, and data systems through standard and custom endpoints.
• Describe your integration capabilities with core enterprise systems, including: CRM: Salesforce / Marketing Automation: Marketo / Data Enrichment: ZoomInfo, 6sense, Lusha / Lead Routing: LeanData
  → ChannelScaler provides native connectors and configurable APIs for Salesforce, Marketo, and HubSpot, supporting bi-directional data synchronization for partner accounts, deal registration, leads, and MDF. Integration with ZoomInfo, 6sense, and Lusha is achieved through enrichment APIs and webhook-based workflows. LeanData integration supports automated lead routing and assignment within the PRM-to-CRM flow.
• How do you handle real-time data synchronization with Salesforce (e.g., partner accounts, opportunities, deal registration, MDF, leads)?
  → ChannelScaler uses real-time webhook listeners and event-based synchronization for instant data updates between Salesforce and the PRM. Partner account details, deal registrations, MDF claims, and lead objects are updated via field-level synchronization and validated against Salesforce rules to ensure data integrity and audit compliance.
• Can your system support multi-instance Salesforce environments (e.g., regional instances)?
  → Yes. ChannelScaler supports multi-instance Salesforce configurations, allowing separate API connections for regional or business-unit orgs while maintaining unified partner visibility and global reporting through the ChannelScaler admin console.
• What level of flexibility do customers have for custom API development and data mapping? Are there API constraints or known delays between systems? Can your PRM map to custom fields & objects in Salesforce?
  → ChannelScaler provides full flexibility for custom API extensions and data mapping, supporting custom fields, objects, and hierarchies within Salesforce. The system uses asynchronous message queues for large data volumes to avoid throttling, ensuring near real-time synchronization without performance delays. All objects — including custom ones — can be mapped, transformed, and version-controlled directly through the integration layer or via customer-defined middleware.

3. Partner Onboarding & Enablement

• Describe your capabilities for automating partner registration, approval workflows, and tier assignment
  → ChannelScaler provides configurable partner registration forms and automated approval workflows that trigger based on partner type, region, and submitted data. Once approved, partners are automatically assigned to the correct tier or program track using rules-based logic tied to revenue, certification level, or performance metrics. All workflow steps are fully auditable and support multi-level approvals.
• Can you support customized onboarding journeys by partner type, tier, and region?
  → Yes. ChannelScaler supports dynamic onboarding journeys tailored by partner type, tier, or region, including sequential tasks such as training completion, document signing, and profile validation. Admins can design guided onboarding paths using drag-and-drop workflows that adapt automatically when a partner’s status or tier changes.
• What tools are available for partner training and certification management?
  → ChannelScaler includes a comprehensive training and certification module where vendors can upload courses, assign certifications, and track progress by partner and user. Partners can view available learning paths, certification expiry dates, and required modules directly within their portal dashboard.
• How does your platform manage partner agreements, renewals, and compliance tracking?
  → ChannelScaler provides digital agreement management with automated e-signature workflows (DocuSign and Adobe Sign), version tracking, and renewal notifications. Compliance status is tracked per partner and linked to tier eligibility, ensuring only compliant partners retain access to restricted content or incentives.
• Is there an integrated learning management system (LMS) or does it integrate with external LMS tools?
  → ChannelScaler includes a built-in LMS for managing courses, quizzes, and certifications but also integrates seamlessly with external LMS platforms such as Docebo, SAP Litmos, Skilljar, and LearnUpon via API or SCORM-compliant content feeds.
• How would you support a scenario where once a training video is watched, then a quiz is required with a certain pass/fail threshold?
  → ChannelScaler’s LMS allows trigger-based learning workflows, where completing a video or course module automatically unlocks a quiz or assessment. Administrators can set pass/fail thresholds, issue certificates of completion, and restrict access to next modules or partner benefits until passing criteria are met.
• Describe how your solution supports partner forums, blogs, and user groups
  → ChannelScaler provides built-in community features including discussion forums, blogs, and partner user groups, enabling collaboration, best-practice sharing, and peer networking. Posts and threads can be moderated, tagged, and restricted by partner type or region, and single sign-on ensures a seamless experience across training, community, and portal functions.

4. Marketing Assets & Campaign Management

• Marketing Asset Management
  • How does the platform manage and organize marketing assets (e.g., brochures, videos, product sheets, case studies, email templates)?
    → Structured.ai provides a centralized Content Library for organizing all marketing materials by type, campaign, product, focus, target audience, region, etc. Assets can include multimedia (PDF, video, HTML templates, etc.) and are stored within a searchable, permission-based library that syncs seamlessly with ChannelScaler’s PRM modules.
  • Does the platform support asset tagging, search, and filtering by product, region, or campaign type?
    → Yes. Structured.ai enables metadata tagging and dynamic filtering across product, region, partner tier, or campaign type. The platform also includes AI powered semantic search that reads the full content of each asset, not only the metadata. Partners and Check Point users can search by natural language, intent, or keywords and the system surfaces the most relevant asset automatically. This eliminates the need for extensive manual tagging and ensures users can quickly find the right content with minimal effort.
  • Can assets be shared selectively by partner tier, region, or role?
    → Yes. Asset visibility can be restricted by tier, region, role, or partner type, with rules administered through ChannelScaler’s PRM partner hierarchy and synchronized to Structured.ai’s permissioning.
  • Does the system provide version control and expiration management for outdated materials?
    → Yes. Built-in version control ensures that only the most current materials are available. Expired or superseded assets are automatically flagged or hidden based on effective/expiration dates.
  • Can partners upload and share their own marketing assets for approval or co-branding?
    → Yes. Partners can submit custom or localized assets into a structured approval workflow for vendor review before publishing.
  • How does the PRM handle digital rights management (DRM) and ensure brand compliance?
    → Structured.ai provides a fully controlled drag and drop editor so Check Point can manage how content is created and used. For partners, asset sections can be locked to prevent changes to brand elements, layout, or approved messaging. ChannelGPT is trained on Check Point brand rules, tone, and visual standards to ensure generated content remains compliant. This approach protects brand consistency while giving partners flexibility where appropriate. A short video can be found here. 

• Co-Branding and Customization

  • Does the platform offer co-branding functionality for approved marketing materials (e.g., automatically inserting partner logos and contact details)?
    → Yes. Structured.ai includes automated co-branding templates that dynamically insert partner logos, contact information, and CTAs. Co-branding is supported across emails, landing pages, banners, PDFs, microsites, social posts, website content syndication, webinars, video assets, and more.
  • Can the co-branding be restricted by asset type or partner tier?
    → Yes. Admins can define eligibility rules so co-branding applies only to approved sections, assets and authorized partner tiers.
  • Are there tools for partners to customize templates (e.g., landing pages, social posts, emails) without design experience?
    → Yes. The platform offers a drag-and-drop interface for non-technical users, ensuring partners can customize campaigns without design skills.
  • Can partners preview and download co-branded assets instantly?
    → Yes. Partners can preview and download co-branded assets in real time. 
  • What approval workflows exist for co-branded assets before they are published or distributed?
    →  Structured has approval workflows that can be configured on the back end prior to new assets being published for partners to utilize.  These workflows are custom.

• Campaign Management & Execution

  • Does the platform include pre-built marketing campaign kits (emails, landing pages, ads, etc.) for partner use?
    → Yes. Structured.ai provides turnkey Campaign Kits containing emails, landing pages, ads, and social content. Kits are customizable and ready for co-branding, allowing partners to execute vendor-approved campaigns within minutes.  A short video can be found here.
  • Can partners launch, clone, or customize corporate-created campaigns directly from the PRM?
    → Yes. Integrated with ChannelScaler’s PRM via SSO, partners can launch or clone campaigns directly, maintaining corporate branding while personalizing for their local markets.
  • Does the platform integrate with major marketing automation systems (e.g., Marketo, HubSpot, Pardot, Eloqua) for campaign execution and lead capture?
    →  Structured will have the ability to integrate with several major marketing automation systems by the end of Q2 2026.  This is currently in development.  Partners can also execute campaigns directly from the platform, or download to use on their own in house system.
  • Can campaigns be localized for regional markets and languages?
    → Yes. Multi-language and regional localization are supported out of the box, with language-specific asset tagging and automatic campaign versioning.  The UI of the platform is available in 19 different languages, and sales and marketing content can be translated into 130+ instantly. A short video can be found here.
  • How are lead routing and tracking handled for campaign-generated leads (especially between partner and vendor)?
    → Structured.ai supports two-way syncing between the Structured.ai platform and ChannelScaler. Leads can be passed from the vendor to partners either one-to-one or one-to-many, and partners can register deals back from Structured.ai into ChannelScaler for tracking and reporting. This will be supported through an integration and will enable seamless routing, visibility, and attribution across both systems.
  • Can the platform support joint (co-branded) marketing campaigns with shared reporting?
    → Yes. Structured.ai supports joint campaign execution where both vendor and partner share performance dashboards and attribution metrics.

• Content Syndication

  • Does the PRM support content syndication on partner websites and microsites?
    → Yes. Structured.ai supports embedded content syndication via iFrame and/or multi page microsites.  A short video can be found here.
  • Is the syndicated content automatically updated when new corporate content is published?
    → Yes. Updates occur automatically in real time when new content is added or old content is retired.
  • Can the syndication be configured by region, vertical, or language?
    → Yes. Syndicated content can be filtered by region, vertical, language, or campaign type.
  • Are analytics available for syndicated content performance (views, clicks, leads generated)?
    → Yes. The platform tracks engagement metrics across views, clicks, and conversions, rolled up by partner or campaign.
  • Does the platform allow partners to embed syndicated content without coding (e.g., via widget or iframe)?
    → Yes. Partners can embed content using iframes, making deployment fast and low-touch.  Partners can do this on their own, or send to their webmaster to do it on their behalf.
  • Forrester Reference:

→ Structured.ai (formerly StructuredWeb) was recognized as a Leader in The Forrester Wave™: Partner Marketing Automation Platforms, Q2 2025, with top marks for AI innovation, partner ease of use, ROI tools, and campaign automation capabilities.

• Lead Management & Attribution

  • Does your solution allow a Marketer to share and track leads with partners? If yes, please describe how it works.

 → THIS IS CHANNELSCALER

• How are leads from co-marketing campaigns captured and distributed to partners?
  →  Leads from co-branded campaigns are captured through Structured.ai’s campaign landing pages and forms.  Each partner has a dedicated account by which their leads are located and they will have complete access to move them through the sales funnel.  Lead data is not shared with any other partner on the platform.
• Can the system track lead sources and associate leads back to specific campaigns or partners?
  →  Yes. Structured.ai can track lead source, campaign origin, and partner attribution to support visibility and closed loop reporting.
• How does the PRM ensure data privacy and compliance (e.g., GDPR, CCPA) in lead sharing?
  →  Structured.ai and ChannelScaler adhere to global privacy standards including GDPR, CCPA, and SOC 2. Lead-sharing workflows use role-based access controls, audit logs, encryption, and consent capture to ensure compliant data handling between vendor and partner systems.
• Does the system integrate with CRM systems (e.g., Salesforce) for lead synchronization and attribution?
  →  Yes. Structured.ai offers bi-directional CRM integration (Salesforce, and Microsoft Dynamics) for automatic lead creation, synchronization of campaign IDs, and opportunity attribution. 

• Reporting & Analytics

  • What reporting capabilities exist to track campaign performance, including engagement, leads, and conversions?
    →  Structured.ai provides comprehensive analytics dashboards showing campaign reach, engagement, conversion rates, and ROI, region, or product line. Data updates in real time and can be exported or scheduled.
  • Can partners and vendors view shared dashboards showing campaign ROI and performance by region or partner tier?
    → Yes. Shared and role-based dashboards allow both vendor and partner views of ROI, pipeline contribution, segmented by tier, geography, or campaign.
  • Are there automated reports or alerts for underperforming campaigns?
    → Structured.ai provides reporting and performance dashboards for campaign activity. Alerts are not currently native, however automated alerting can be enabled through Structured.ai AI workflows if required.
  • Can campaign performance be tied to Co-Op and/or MDF usage?
    → Yes. Campaign execution and spend can be linked to MDF or Co-Op claims, providing full traceability between marketing investment, partner participation, and outcomes.

• Integration & Ecosystem

• Does the platform integrate with third-party DAMs, CMSs, or marketing platforms (Adobe Experience Manager & Dynamic Media)?
  → Yes. Structured.ai supports DAM and CMS integrations, including Adobe Experience Manager, Dynamic Media, WordPress, Sitecore, and Bynder.
• Can marketing campaign data flow bi-directionally with Salesforce Marketing Cloud or Marketo?
  → Yes. Through APIs and connectors, campaign engagement and lead data flow bi-directionally with Salesforce Marketing Cloud and Marketo, for unified execution and measurement.
• Is there an open API for connecting external content sources or analytics tools?
  → Structured.ai does not currently offer a standard API for external content ingestion, however we can integrate with DAM platforms or content repositories. For analytics, Structured.ai provides an ETL export that allows Check Point to sync campaign and performance data with internal data lakes or BI systems.

• Partner Experience

  • Is the partner marketing hub accessible via mobile or responsive design?
    → Yes. Structured.ai’s Partner Marketing Hub is fully responsive across mobile, tablet, and desktop. Partners can access select capabilities through mobile, as the platform is primarily designed to be used via PC.
  • Can the system recommend assets or campaigns to partners using AI (based on region, segment, or performance)?
    → Yes. Structured.ai’s ChannelAI recommendation engine analyzes historical engagement, region, and partner segment data to surface best-performing campaigns and assets automatically.
  • What personalization options are available for each partner’s marketing dashboard?
    → The entire platform and AI experience are completely personalized per partner.  Via the SSO with ChannelScaler, we are able to identify who the partner is, where they’re logging in from, their tier, type, solution focus, etc. and provide a relevant and personalized experience. A short video can be found here.

• Administrative Controls

• Can admins monitor asset usage and campaign engagement across partners?
  → Yes. Admins can monitor real-time asset utilization, downloads and campaign engagement across all partners .
• Are there approval workflows for new campaign launches or asset modifications?
  → Yes. Configurable multi-level approval workflows manage campaign submissions, co-branding approvals, and partner-submitted assets before publication.
• Does the system support multi-language and multi-currency campaign operations?
  → Yes. Structured.ai supports 130+ languages and multi-currency environments, enabling localized execution for global and regional partners.
• Can administrators restrict certain campaigns or content to specific partner segments or regions?
  → Yes. Access controls allow admins to restrict content visibility by segment, region, partner tier, or specialization, ensuring only relevant materials appear to each user.

• AI, Automation, and Innovation

  • Does the platform use AI to recommend optimal campaigns or content to partners based on performance?
    → Yes. Structured.ai’s Smart Journeys and ChannelAI engine leverage performance analytics to recommend top-performing campaigns, assets, or next best actions for each partner improving adoption and ROI.
  • Can the system automatically trigger follow-up workflows (e.g., lead nurture, alerts) after campaign engagement?
    → Yes. Through automation rules, Structured.ai supports automated follow-up workflows based on engagement, intent, or lead status. 
  • Forrester Reference:
    → Structured.ai (formerly StructuredWeb) was named the Leader in The Forrester Wave™: Partner Marketing Automation Platforms, Q2 2025, earning top marks for AI innovation, partner ease-of-use, ROI visibility, and campaign automation. Customers cited significant ROI and a superior partner experience.

5. Deal Registration & Opportunity Management

• Describe your deal registration workflow, approval hierarchy, and validation logic.
• How does the system prevent duplicate deal registrations and manage deal conflicts?
• Can deal registration data sync bi-directionally with Salesforce Opportunities?
• What visibility do internal sales teams and partners have into deal progression?
• Are there customizable SLAs or automated escalation rules for deal review?

6. MDF and Co-Op Fund Management

• Explain how the system manages MDF and Co-Op fund requests, approvals, and claims.

• Can both types of fund requests be managed in the platform—Co-Op and MDF?
• Describe how partners submit MDF/Co-Op funding requests.
• Can approval workflows be configured with multi-level or conditional logic (e.g., based on amount, activity type, or region)?
• Can reviewers provide comments, request revisions, or reject applications within the platform?
• Are automated alerts or notifications available for pending approvals, expiring funds, or incomplete submissions?
• How does your system support multiple MDF/Co-Op program types (e.g., proposal-based, accrual-based, earned MDF)?
• Can programs be configured with unique business rules (eligibility, fund caps, timeframes, approval hierarchies)?

• Describe how Budgeting & Fund Allocation works.
• How are MDF/Co-Op funds allocated to partners (manual, rule-based, performance-based, etc.)?
• Can allocations be automated based on partner performance metrics or sales data from CRM?
• How does the system track fund balances, expiration dates, and carryovers?
• Does the platform support multiple currencies and local tax requirements?
• Can we define budget pools at different levels (e.g., corporate, regional, product line)?
  
   
• Claims & Reimbursement
• How do you manage payment workflows and integrations with ERP or finance systems?
• How does the claims process work — from partner submission to payment?
• Can claim approvals be automated based on predefined rules or thresholds?
• Does the platform support partial payments, clawbacks, or reversals?
• Are claim submissions validated against approved activities to prevent overpayment or duplication?
  
   
• Tracking and Reporting
• What reporting capabilities exist for MDF fund allocation, ROI, and partner utilization rates
• How are funded activities tracked from approval through completion?
• Can the system manage campaign templates or predefined activity types (events, digital ads, joint campaigns, etc.)?
• Does the platform integrate with marketing execution tools like Marketo, for activity tracking?
• Can partners upload proof of performance (PoP) documents, invoices, and results directly within the request record?
• Can reports be customized or scheduled for different stakeholders (e.g., finance, channel marketing)?
• Can data be exported to BI tools or integrated with Salesforce dashboards?

7. Joint Business Planning

• Describe how your solution supports joint business planning between a vendor and a partner. Does the business plan sync to the CRM?

8. Partner Portal Experience

• Describe the partner portal UI/UX customization options.
• Can the portal be fully white-labeled and localized by region/language? Can the initial home page be localized based upon geo/language with all other pages in English?
• How can partners access dashboards, assets, and enablement materials?
• Does your portal support mobile responsiveness or have a native app option?
• How do you handle user role management and permissions for partners?
• Does your platform support a chatbot to answer & guide partners with information?

9. Reporting, Analytics & AI

• What built-in reporting and dashboard capabilities are available to track partner compliance, usage and performance?
• Can reports be customized per user or role (e.g., partner, channel manager, executive)?
• Does your platform include predictive analytics or AI-driven insights (e.g., partner engagement scoring)?
• How is data visualization handled for large datasets or global teams?
• Do you support API exports to BI tools (e.g., Tableau, Power BI)?

10. Security, Compliance & Governance

• Describe your data security framework and compliance certifications (e.g., SOC 2, ISO 27001, GDPR).
• How do you manage data access and user authentication?
• Is data encrypted in transit and at rest?
• What are your backup, disaster recovery, and uptime SLA commitments?
• Do you support data residency or tenant isolation by region (e.g., EU, APAC)?
• What virus detection/scanning mechanisms are in place?  Is there an Intrusion Detection System (IDS) in place?
• Confirm that we solely own all our data, without exception.

11. Implementation, Training & Support

• Provide a typical implementation timeline for an enterprise PRM deployment.
• What level of internal resources will be required from our team during implementation?
• Describe your training, onboarding, and documentation approach for admins and users.
• What customer support channels are available (e.g., email, live chat, dedicated CSM)?
• Do you offer ongoing health checks or quarterly business reviews?
• Describe your customer support and maintenance services. If different levels are offered, describe each and their associated costs. Is unlimited service included, or is support limited to a number of calls/requests?
  
   
• Would Check Point be assigned a dedicated account manager & CSM?
  
   
• Does your company utilize call centers for customer support needs? If yes, elaborate.
  
   
• If a call center is used, what are the hours of availability?
  
   
• Does your company offer different packages/support levels?  If yes, provide a description of each level including the benefits to the customer of each level.