Avid Technology - Partner Portal

About the client

Avid develops software and technology for creating, managing, and distributing video and audio content. Its solutions support professional media workflows across film, television, news, sports, music, and live production, helping creative teams manage content from production through distribution.

Challenge

Avid’s sales partners needed a better way to manage the work involved in selling Avid solutions. The existing portal was dated, and important activities such as quoting and ordering required more involvement from Avid teams. Avid needed an experience that made it easier for partners to manage sales activities for end customers while giving them more control over routine tasks.

Solution

XCentium modernized Avid’s existing Salesforce Experience Cloud partner portal around the sales activities partners perform most often. The new experience supports new and renewal quoting, opportunity collaboration, order and purchase order submission, partner pricing and product controls, reporting, marketing resources, support, and enablement content.

A major focus was the quoting experience. XCentium extended Salesforce Configure, Price, Quote (CPQ) into the partner portal so partners could complete more of the process themselves. Partners can select customer and contact information, add available products, save configured products as favorites, review pricing and line-item details, and generate quote documents. Once a quote is ready, they can submit it for Partner Account Manager review and create a support case tied directly to the quote when help is needed.

XCentium also redesigned the portal navigation and improved access to resources beyond quoting. Partners can preview marketing assets and download them in bulk, while an in-portal how-to chatbot provides guidance on common tasks such as creating quotes, registering opportunities, and submitting purchase orders. The implementation also addressed partner security and sharing, automation, content, and change management to support the complete experience.

Outcomes

The modernized portal gives Avid’s sales partners a more direct way to manage the activities that move customer opportunities forward. Partners can build quotes and generate quote documents through self-service, reducing the need for Partner Account Manager involvement in those steps while preserving Avid’s review and approval process.

The portal also brings quoting, opportunities, orders, renewals, support, marketing materials, and enablement resources into a more consistent experience. Partners now have clearer access to the tools, information, and guidance they need throughout the sales process.