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Suger Documentation

website·Indexed 34 days ago

https://doc.suger.io

A cloud go-to-market platform for selling and billing software through cloud marketplaces including AWS, Microsoft Azure, Google Cloud, Snowflake, and Oracle. Suger provides tools for managing product catalogs, private offers, usage metering, and billing workflows, as well as integrations with CRM systems like Salesforce and HubSpot.

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What's inside Suger

  1. Overview of AWS Co-Sell Leads in Suger Salesforce App

    AWS Co-Sell leads are early-stage prospects sourced by AWS or created via account enrichment. They are managed live via Suger (rather than backfilled Salesforce records) to ensure real-time synchronization with the Suger Console and AWS. Leads are categorized by direction:

    • Inbound: AWS invites the partner to a lead it sourced.
    • Outbound: The partner sends a Salesforce Account to AWS for lead enrichment, and Suger creates a lead based on the response.

  2. Overview of Google Gemini integration in Suger

    Integrating a Gemini account with Suger allows users to utilize their own Gemini API keys to access AI-powered features. Billing for API usage is handled directly by Google rather than through Suger.

  3. Overview of QuickBooks Online integration in Suger

    The QuickBooks Online integration allows users to automate financial operations—such as creating, updating, and retrieving data for invoices, bills, and customers—by connecting QuickBooks Online with other applications via the Suger automation platform.

  4. Overview of AWS Partner Central Leads

    A lead is an early-stage prospect sourced by AWS. Leads are AWS-only and enter Suger via two methods: AWS invitations (where the lead source is AWS) or lead enrichment (where a Salesforce Account is submitted to AWS, and the lead source is Salesforce Account (enrichment)). Leads must be accepted and qualified before they can be converted into co-sell opportunities.

  5. Overview of Suger Price Models

    Suger provides two primary types of price models to define how a buyer is charged:

    1. Flat fee: A fixed amount charged for the offer, configurable as installments or recurring commits.
    2. Usage metering: A usage-based model where charges are based on actual metrics.

    Key billing concepts:

    • Billing period: The recurring timeframe throughout the contract duration during which the buyer is charged.
    • Billing cycle: The start date of the billing period (either the entitlement start date or the 1st of the month).
    • Billing interval: The frequency of billing (e.g., monthly, quarterly, annually).

  6. Overview of Azure Co-Sell integration for Suger

    The Azure Co-Sell integration allows users to manage co-selling opportunities and partnerships with Microsoft within Suger. This integration leverages the Microsoft AI Cloud Partner Program (formerly Microsoft Partner Network / MPN) and is managed via the Microsoft Partner Center. This is an organization-level integration using OAuth; user-level integrations are not supported.

  7. Overview of Suger Partner Management (PRM)

    Partner Management (PRM) in the Suger Console allows users to recruit companies, provide them with a branded portal, and track financial obligations. The system is divided into two primary areas:

    1. Settings → Partner: Used for one-time program definition, including partnership profiles, branding, registration forms, tiers, commission plans, and file-sharing defaults.
    2. Partners: Used for daily operations, including discovery, invitations, partner journeys, training, deal registrations, and co-selling.

  8. Overview of Revenue Recognition workspace

    The Revenue Recognition workspace (found under Operations → Revenue → Revenue Recognition) tracks revenue based on when it is earned (recognized) rather than when it is invoiced. All amounts are displayed in USD. The page is scoped by a Recognition period selector, which defaults to the current or latest accounting period. Note that the global Channel filter does not affect this page; use the specific filters within the schedule table instead.

  9. Overview of Suger Workflow Automation

    Suger’s Workflow Automation allows users to create custom operational processes not supported by the main product. It features a visual builder to connect various data platforms (such as Salesforce, HubSpot, Snowflake, Google Drive, and NetSuite) and provides a library of pre-built workflow templates for rapid deployment.

  10. Overview of Partner Discovery sources

    Partner Discovery helps identify new partnership opportunities and formalize existing resale relationships. Partners are sourced from three primary areas:

    • Recommended Partners: AI-assisted suggestions based on existing partner, referral, CRM, and co-sell data.
    • From Your Marketplace: Resellers with whom the organization has already transacted on a cloud marketplace.
    • From Your CRM: Partner companies already existing in Salesforce and configured as partners.

  11. Overview of the Partner Training Course workflow

    Building a partner training course is part of a sequential chain to certify partners. The process follows these stages:

    1. Create a Certificate: Define colors, issuer, and validity (must be done before attaching to a course).
    2. Build the Course: Use the internal editor, a SCORM package, or an external LMS link.
    3. Attach Certificate: Link the pre-existing certificate to the course for automatic granting upon completion.
    4. Publish: Make the course available.
    5. Share: Distribute the course to all or specific active partner organizations.
    6. Monitor: Track partner progress, enrollments, and certifications via the Training dashboard.

  12. Overview of Suger Gmail Integration

    Suger integrates with Gmail to automate email productivity, including sending emails, applying labels, and managing threads. Connections can be established at two levels:

    1. Org-Level: A single connection for the entire organization to send automated emails from a shared corporate mailbox. This supports two methods: Service Account or 'Sign in with Google'.
    2. User-Level: Individual users connect their own Gmail accounts via OAuth 2.0 so that automated emails and co-sell/commission notifications are sent from their personal inboxes.