Partner tools & services

With more than ten years of experience in serving enterprise partners globally, vcita takes pride in providing a diverse range of partner services that are led by a team of experts. At vcita, we recognize that each partnership represents a unique journey, and we are committed to accompanying our partners every step of the way. Our collaborative approach ensures that we work hand-in-hand with our partners to achieve their business goals and deliver tangible value at every stage of the partnership lifecycle.

Partner services

  • What does the implementation process look like?

    The process includes the following steps:

    ▸ Kickoff:
    Building the business case, defining the GTM, and the technical solution.

    ▸ Development:
    Custom development as defined in the scoping stage.

    ▸ Account set up:
    » Customizing packages
    » Implementing partner branding into the SME solution
    » Setting up templates

    ▸ Providing access to partner tools:
    » User management (Administrator portal)
    » Reports & dashboards
    » Resource library
    » Identity management platform (Verticalization management)

    ▸ Training & Education:
    » Sales training
    » Customer Success & Support training
    » Marketing enablement

    ▸ Launch

    ▸ Post-launch:
    » Ongoing account health monitoring and KPI improvement process.
    » QBR sessions to discuss the roadmap and upcoming joint initiatives
    » Periodic training refresh
    » Monthly newsletters highlighting product updates & news

  • What marketing services do you offer?

    ▸ Graphic assets:
    Graphic assets: we provide our partners with banners for websites, social channels and display campaigns. These can be delivered in an open format, enabling partners to further edit and customize.

    ▸ Landing pages:
    vcita will publish a designated web page under the partner domain. This page will feature product benefits, selling points and pricing. Through this page, SME users can book a demo with the partner sales team, or purchase a subscription independently.

    ▸ Case studies:
    partners may choose to leverage vcita’s case studies and re-publish them on their own website. To protect SME’s privacy, the names and business names will need to be changed. Our team is available to assist with the production of new case studies featuring the partner’s SME clients.

    ▸ One pager:
    we offer one-pager PDFs for detailing the product’s main capabilities.

    ▸ Videos:
    A series of 6 short animated clips highlighting product features & benefits. These can be embedded on partner websites or shared via email campaigns, social etc.

    ▸ Core messaging:
    We provide our partners with a core messaging document that details the product’s value proposition to SMEs. This document is used by partners to produce additional marketing materials as needed.

  • What kind of sales training and resources does vcita provide?

    ▸ Battle cards for select verticals:
    Quick, easily accessible information about our product, its features and benefits, and how we compare to competitors.

    ▸ Objection handling:
    Addressing and overcoming common objections that customers have had about our product in the past.

    ▸ Sales & CS Playbooks:
    A comprehensive document outlining our product values & features, sales tips, our audience & their pain points, and pepper questions.

    ▸ Sales quizzes:
    Helping the sales team better understand the product by testing their knowledge

    ▸ Demo Examples and Flows:
    Recorded demos and documents outlining preferred demo walkthroughs per vertical.

    ▸ Partner Resource Hub:
    Platform housing all the above sales and marketing collateral for quick and easy access.

Verticalization

  • What is verticalization?

    Vcita is a business management solution for SMBs designed to cover a wide range of SMB industries and support a variety of use cases. The platform as a whole is vertical-agnostic and offers users a high degree of flexibility, enabling them to customize the solution according to their workflows.

    In order to create a user-friendly environment and an easy onboarding process, several labels, presets, and templates will be customized according to the user’s vertical.

  • How are verticals managed in vcita?

    There are several components that can be impacted by the user’s selected vertical:

    ▸ Announcement templates:
    Industry-specific templates for email & SMS marketing campaigns featuring messaging & design elements that match the user’s vertical.


    ▸ CRM terminology:
    While the default term is “Clients”, the label of the CRM will be adjusted according to the user’s selected vertical. For example, the term used for clients in Healthcare accounts is “Patients”, while the term used for Home services is “Properties”, and for lawyers, it will be “Cases”. Users can choose to revert this term back to the default “Clients” or select another term from the list at any time.

    ▸ Demo services:
    As part of the onboarding process, users will configure their “Service Menu”, a list of services offered by the business. These services will be available for the user’s clients to book and pay for. Instead of presenting an empty state, Vcita will pre-populate several examples of services according to the business’s selected vertical, for example: “Financial consultation” for financial service providers, “In-office check-up” for healthcare, and “Yoga class” for fitness.

    ▸ Custom client card fields:
    The CRM fields include standard fields such as name, address, and phone number, as well as custom fields that can be defined by the user. For some verticals, Vcita will add industry-related fields to the CRM.

    ▸ Client status:
    Clients can be segmented according to status. This helps users keep track of clients throughout their lifecycle, customize campaigns accordingly, and view reports of status distribution. These statuses are also impacted by the vertical.

  • What type of vertical-specific content is available?

    There are several components that can be impacted by the user’s selected vertical:

    ▸ Announcement templates:
    Industry-specific templates for email & SMS marketing campaigns featuring messaging & design elements that match the user’s vertical.

    ▸ CRM terminology:
    While the default term is “Clients”, the label of the CRM will be adjusted according to the user’s selected vertical. For example, the term used for clients in Healthcare accounts is “Patients”, while the term used for Home services is “Properties”, and for lawyers, it will be “Cases”. Users can choose to revert this term back to the default “Clients” or select another term from the list at any time.

    ▸ Demo services:
    As part of the onboarding process, users will configure their “Service Menu”, a list of services offered by the business. These services will be available for the user’s clients to book and pay for. Instead of presenting an empty state, Vcita will pre-populate several examples of services according to the business’s selected vertical, for example: “Financial consultation” for financial service providers, “In-office check-up” for healthcare, and “Yoga class” for fitness.

    ▸ Custom client card fields:
    The CRM fields include standard fields such as name, address, and phone number, as well as custom fields that can be defined by the user. For some verticals, Vcita will add industry-related fields to the CRM.

    ▸ Client status:
    Clients can be segmented according to status. This helps users keep track of clients throughout their lifecycle, customize campaigns accordingly, and view reports of status distribution. These statuses are also impacted by the vertical.

  • Can I create my own content for my main user verticals?

    Yes, partners gain access to their own content library and can set up verticals and the appropriate content optimized for their target market.

Mobile

  • How is the mobile app different from desktop?

    vcita’s lightweight mobile app covers the same functionality as the desktop version, and offers users an easy way to manage their business when they are on the go. Many users choose to use the desktop version while in the office, and leverage the mobile app to access records, check their calendars, and process payments when they are visiting customer sites or serving clients outside of the office.
    The app is available for iOS and Android operating systems and can be installed on all widely used mobile devices.

  • Will my users gain access to a mobile app?

    Yes, vcita’s business management solution is available on both desktop and mobile devices. The mobile version is especially popular among users who work in the field, visit customer sites and spend many hours out of the office. Users can download the mobile app from the App Store or Google Play, depending on their device.

    Will the mobile app feature my branding?
    Yes, the mobile app will feature your branding, including your logo and brand colors. This is provided by vcita as part of the partner setup process. By customizing the mobile app with your branding, you can create a consistent brand experience for your users across all platforms. Additionally, the mobile app provides a convenient way for your users to access your services while they are on the go, helping to improve customer satisfaction and loyalty.

  • Will the mobile app feature my branding?

    Yes, the mobile app will feature your branding, including your logo and brand colors. This is provided by vcita as part of the partner setup process. By customizing the mobile app with your branding, you can create a consistent brand experience for your users across all platforms. Additionally, the mobile app provides a convenient way for your users to access your services while they are on the go, helping to improve customer satisfaction and loyalty.

Account creation & management

  • How are user accounts created?

    There are several ways to create user account:

    ▸ Sign up page:
    As part of the setup process, partners will receive a sign-up page featuring their branding. This page can be shared with end users for account creation.

    ▸ Operators portal:
    Account can also be created on behalf of users via the partner’s operator portal. When using the portal, partners can create account templates and clone them as needed.

    ▸ API:
    Partners can leverage vcita’s open APIs to create accounts. For example, partners can

    What kind of data can be injected via API?
    Any data can be imported via API, including user or account data such as name, address, phone number, website URL, or any other CRM field. Another type of data that can be imported via API is business data that impact the account configuration such as names and prices of services, taxes, templates, coupons, and more.

  • What kind of data can be injected via API?

    Any data can be imported via API, including user or account data such as name, address, phone number, website URL, or any other CRM field. Another type of data that can be imported via API is business data that impact the account configuration such as names and prices of services, taxes, templates, coupons, and more.

  • How will I manage my clients’ accounts?

    Partners gain access to a dedicated Operators Portal where they can easily manage and track their user accounts. The Operators Portal supports multiple users and a variety of roles and permissions, enabling partners to control access to user data.
    The Operators Portal supports the following functionalities:

    ▸ Account template creation & clone

    ▸ Manage and edit user subscriptions

    ▸ View user onboarding status

    ▸ Login to the platform as a user and complete actions on the user’s behalf

  • What data will I have access to?

    vcita enables partners to closely monitor account performance and providers a full set of real-time reports including

    ▸ Total number of accounts by subscription level

    ▸ Accounts created by month

    ▸ Accounts locked by month

    ▸ Accounts engaged by month

  • What other tools do partners gain access to?

    ▸ Developers hub:
    Technical teams are welcome to leverage our developer hub, featuring detailed API documents and step-by-step guides for integrations and app development.

    ▸ Design systems :
    When developing applications, partners can use vcita’s design system which includes all components and design guidelines. This allows partners to develop applications that match the platform’s look and feel, providing a seamless user experience and a fully integrated user journey.

    ▸ Partner Resource Hub:
    Platform housing all the above sales and marketing collateral for quick and easy access

Do you have any questions about our partner tools and services?

Contact us