Neat

Powering Partner Growth for a Global Startup

The Goal

Build a unified partner system that streamlines lead management, automates connections, and fuels scalable global growth.

The Challenge

Neat, a hardware startup spun out of the Zoom ecosystem during the Covid Pandemic, creates devices that make remote conferencing simple and exceptional.

As Neat scaled globally, they needed to activate and support their channel partners with tools that would:

  • Simplify deal registration and lead tracking
  • Reduce admin friction for sales reps
  • Provide partners with real-time, actionable data

Key Outcomes

  • Delivered a partner portal that drives engagement and simplifies lead management
  • Enabled real-time visibility through Salesforce + Marketo integrations
  • Improved partner engagement with custom messaging + activity summaries
  • Created the Find My Rep app to align partners and sales reps with zero admin effort
  • Helped Neat scale its global channel program efficiently and effectively

The Results

Partner Portal

Lead creation, deal registration, and reporting

Leads Referred Dashboard

Salesforce + Marketo integration with intuitive search

Activity Messaging

Custom notifications + actionable summaries

Find My Rep App

Territory-based rep identification with Salesforce integration

Our Approach

Little Taller partnered with Neat to design, develop, and integrate a suite of partner-facing tools and apps to streamline the sales lifecycle.

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Lead Generation Partner Portal

  • Built to stimulate partner activity and success
  • Features for lead creation, deal registration, and monthly report generation
  • Integrated with Salesforce + Marketo to unify lead tracking
  • Designed a Leads Referred dashboard with intuitive search and quick access to customer info

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Activity Messaging & Summaries

  • Implemented customized partner activity messaging to boost engagement
  • Built data aggregation features to provide comprehensive activity summaries across platforms

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Find My Rep App

  • Designed and developed a territory assignment app for partners
  • Integrated with Salesforce rules to match sales reps to accounts automatically
  • Eliminated admin overhead while improving partner connection to the right reps

Tools & Platforms

  • Allbound PRM
  • Salesforce
  • Custom App Development

Little Taller Services

  • Partner Portal Design & Development
  • CRM + Marketing Automation Integrations
  • Custom App Development
  • UX for Channel Sales Tools

Channel programs succeed with the right tools.

We build portals and apps that turn partner engagement into scalable growth.

Work With Us