3.a. Partner Rights and Obligations. The Company grants you, subject to the limitations set forth below, a non-transferable, non-exclusive right to: (i) demonstrate and promote the Escala Products to your prospects and customers, and (ii) to provide End Users access to use the Escala Products in accordance with this Agreement and the Customer Terms of Service, provided that End Users agreed to the Customer Terms of Service. At the Company’s discretion, the Company will provide limited sales support to you, such as occasional participation on a call with you and a prospect.
3.b. Compliance with Program Policies. You will comply with the terms and conditions of this Agreement at all times, including the Program Policies applicable to you which are incorporated herein by reference. Specifically, if you are participating in the Program as a Partner, the Partner Program Policies will include requirements that a Partner must complete in order to qualify for a certain partner tier and may also include further details regarding the requirement for the Partner to purchase certain products or services to participate in the Program as a Partner. Furthermore, Partners must meet the Active Engagement (defined in section 3.f., below) requirement for all Qualified Transactions. Failure to comply with the Partner Program Policies may result in termination of this Agreement in accordance with Section 11 of this Agreement or in accordance with any other termination right the Company may have.
You will respect the limits that apply to your use of the Escala products as specified at http://www.escala.com/pricing (the “Service Limits”). The Company may update or change these Service Limits by updating http://www.escala.com/pricing, so the Company encourages you to review this page periodically.
If you use the Company’s Application Programming Interfaces (APIs), developer tools, or associated software, you will comply with the Company’s API Terms, as modified from time to time.
If you use the Escala Partners Marketplace, you will comply with the Company’s Marketplace Terms, as modified from time to time.
3.c. Other Eligibility Requirements. To be eligible for a Revenue Share, a prospect must be registered, accepted, and valid in accordance with Section 3(e) or Section 3(g). You are not eligible to receive a Revenue Share or any other compensation from the Company based on transactions for Other Products, based on transactions with an Escala Lead (as defined below) or if: (i) such compensation is disallowed or limited by federal, state or local law or regulation in the United States or the laws or regulations of your jurisdiction; (ii) the applicable End User objects to or prohibits such compensation or excludes such compensation from its payments to the Company or its Affiliates; (iii) the Company determines that you are acting, or have acted, in a way that has or may negatively reflect on or affect the Company with respect to a given transaction; (iv) the End User has paid or will pay such commissions, referral fees, or other compensation directly to you; (v) the End User participates in this Program, or (vi) for any transactions with End User that precede in time to you becoming a Partner in this Program under this Agreement. In competitive situations with other Partners, the Company may elect to provide the Revenue Share to the partner that actually secures the business with the End User, which may result in you being ineligible for Revenue Share, regardless of whether or not you registered the prospect.
The Company may terminate this Agreement and/or discontinue Revenue Share payment(s) should you fail to meet any of the eligibility criteria set forth in this subsection of the Agreement or as outlined in the Program Policies at any time.
3.d. Submission, Acceptance and Validity of Prospects. You must register each prospect with the Company using the partner tools the Company provides (or through a website as the Company may designate) prior to the close of a Qualified Transaction. To register a prospect, you must provide at least the following information about each prospect: contact first name, contact last name, email, and phone. The Company generally will accept a prospect who, in the Company’s reasonable determination: (i) is a new potential customer of the Company; (ii) is not, at the time of submission or sixty (60) days prior, one of the Company’s pre-existing customers, involved in the Company’s active sales process, or your Affiliate; (iii) is a Legitimate Prospect whose contact information was legally obtained.
Notwithstanding the foregoing, the Company may choose not to accept a prospect, in the Company’s reasonable discretion. The Company may choose to do so at the time of your registration submission, or the Company may deregister and reject a prospect if it determines a prospect does not meet the criteria outlined in this Section 3(d) at any point after submission, even in cases where it was initially accepted.
A prospect is not considered valid: (i) if it is not registered, (ii) if it is not accepted, (iii) if it is expired, (iv) if it exceeds the registered capacity limits or other applicable limits, or (v) after this Agreement is expired or terminated.
Once the valid prospect is ready to purchase, the Company will, at its discretion, accept an order and provision the Subscription Service for the End User in order to complete a Qualified Transaction.
If a prospect does not purchase the Subscription Service before its registration expires, you will need to complete the registration process again in order to re-qualify for Revenue Share for that prospect. Please note that you must have a written and readily available privacy policy and you certify that you are providing the prospect’s information to the Company in accordance with not only all applicable laws and regulation but also in accordance with your own privacy policy.
3.e. Escala Leads. The Company may choose to introduce you to, or send you information on, a prospect of the Company when it identifies that such prospect may have a need for the services you offer (each, an “Escala Lead”). The Company can do the same for other partners of the Company, even if it is for the same Escala Lead. You may use the information about the Escala Lead provided only to market and sell your services to them and not for any other purpose (unless the Escala Lead otherwise consents). Immediately upon the Company’s or the Escala Lead’s request, you will promptly discontinue all use of and delete the Escala Lead’s information. Escala Leads are considered the Company’s Confidential Information and shall be treated in accordance with the ‘Confidentiality’ section below.
3.f. Shared Leads. If the Company decides to participate in the same sales process as you and this results in the sale of the Subscription Service to a prospect that would have otherwise not been valid based on it (i) not being registered, (ii) not being accepted, (iii) being expired, or (iv) exceeding the registered capacity limits or other applicable limits, (each, a “Shared Lead”) and you have an Active Engagement (defined below) with such Shared Lead, then the Company may in its discretion, determine that Shared Lead will be considered a registered, accepted and valid prospect for the purposes of Section 1 and Section 3(c) above. An “Active Engagement” means that you have a fully executed written agreement with the Shared Lead under which you provide your consulting services that (i) either pre-dates the time at which the sale of the Subscription Service is closed, or is signed contemporaneously with the close of the sale of the Subscription Service, and (ii) either extends at least ninety (90) days beyond the close of the sale of the Subscription Service or has a specific and identifiable deliverable, as determined by the Company in its discretion. Escala may request you to provide validation that the End User is engaged with you (for example, by providing a copy of your retainer agreement with the End User if the Company so requests) for managed credit and or sold validation.
3.g. Engagement with Prospects and End Users. The Company may engage with a prospect, lead or End User directly (i) to enable the Company’s Cross Sell program, (ii) to complete the subscription process, (iii) to fulfill or enforce the Company’s obligations under an agreement with such prospect, (iv) to provide support, (v) to conduct the Company’s standard marketing and sales activities with prospects, or (vi) as otherwise permitted by this Agreement.
If and when the Company does engage, the Company may choose how to engage with each prospect and may request that you collaborate with the Company in the engagement. Upon the Company’s request, you will provide the Company with the name and contact information of the prospect and facilitate an introduction. If a prospect is not valid then the Company may choose to maintain it in the Company’s database and the Company may choose to engage with such a prospect.
If the Company requests, you will facilitate the Company’s participation on calls with you and various End User(s). The Company may request to participate on these calls in an effort to help to ensure the quality of your service delivery and for the purposes of managing the Program.
In a resulting Qualified Transaction, (i) the End User will contract directly with the Company for provision of the Escala Products, or (ii) you will place order(s) and contract with Escala in your own capacity for the Escala Products with the Company, specifying the terms of the Escala Products ordered and providing information about the End User as the Company may request. If you purchase on behalf of an End User, you agree to be responsible for the order placed and to guarantee payment of all fees. Additionally, such subscription may be used only for the End User for which it was originally purchased, and it may not be repurposed for or reassigned to an alternate End User without the Company’s prior written consent.
Regardless of the method of purchase and which party is the contracting entity as established by the order, the Company requires each End User to agree to the Customer Terms of Service when using the portal.
You will take all reasonable steps to ensure that End Users do not use the Escala Products in violation of the Customer Terms of Service. If you discover or have reason to believe that any End User is making use of the Escala Products in violation of the Customer Terms of Service, then you will immediately notify the Company in writing.