Partner Discovery

Find the partners you already work with — or the right ones for a new market or product

Partner Discovery helps you build and grow your partner ecosystem without starting from a blank page. It researches public sources to suggest partners, ranks the partners you already have against a goal, and lets you add the ones you want to your workspace in a couple of clicks. You'll find it under Tools → Discovery in the sidebar, and it's surfaced on the dashboard and the setup checklist when your workspace is new.

The two ways to use it

When you open Discovery, you choose one of two modes.

Map existing ecosystem is the cold-start tool. Give it your company name and website and Triad reads public sources — including your own partner and alliances pages — to assemble the partners you already work with. You can limit the results to the partner types you actually manage (for example, include GSIs and ISVs but leave out pure resellers). Review the list and add the ones you want; they become partner records in your workspace. This is the fastest way to populate a new Triad workspace.

Find partners is the recurring tool for a specific goal. You describe what you're trying to do — a target market or segment, the product or offering you're attaching, and optionally a region — and Triad returns two things:

• Best-positioned partners from the partners you already have, ranked by fit, with the real deal footprint behind each one ("3 open opportunities and 1 live project in financial services"). Partners with proven in-market business rank above partners that only look like a fit on paper.
• New partners to add that fill the gaps your current roster doesn't cover for that goal.

Your company and website

Both modes use your company name and website to make sure Triad researches the right company (a name alone can be ambiguous). These fields pre-fill from Settings → Organization when you've set them, and you can adjust them per run. Adding your website noticeably improves accuracy, especially in Map mode, where it lets Triad read your own partner directory directly.

Adding partners to your workspace

Select the candidates you want and confirm. Before anything is created, Triad shows a confirmation step that respects your plan's partner limit — if you've selected more partners than your plan allows, you choose which ones make the cut (or upgrade) before they're added. Partners you add arrive as draft records you can enrich and manage like any other partner, with the discovery rationale saved in their notes.

Reports you can share with leadership

Any discovery run can be turned into a Triad-branded brief. In Map and Find, that's a Partner Scouting Brief; for a goal-based run it's a Partner Recommendation that leads with your best-positioned partners and their deal baseline. You can preview and save it as a PDF, or create a shareable link that opens a branded page — no login required — so you can take the recommendation to a VP or alliance lead and drive the decision.

Tips

• Fill in Settings → Organization (name, website) once, and every discovery run starts pre-filled and more accurate.
• In Map mode, deselect partner types you don't manage so your results aren't crowded out by partners you'll never track.
• Use Find partners whenever you're entering a new market, launching a product, or inheriting a territory — it tells you who you already have before you go looking for someone new.