Document Management

Create a Central Document Management System

Salesforce’s PRM document management application provides a central repository of all the documents and communications your channel partners need to support their sales and marketing efforts. Channel partners have 24/7 access to all the up to date documents from anywhere in the world so they can respond to customer information requests quickly and easily.

Document Storage

Store all your documents, such as partner communications, product brochures, presentations, and support documents, in one central location for consistent and effective communication throughout your partner channels. Maintain a paperless office and reap the benefits of online document storage and records management with Salesforce PRM.

Search and Attach Documents

Partners can conduct keyword searches to quickly find relevant information, view documents, and even send them as attachments directly from the search results to their prospects.


Secure Records Management

Security rules and custom folders allow managers to organize documents and communications based on partner type, department, or any other criteria with limited access for the intended viewer only. Document management becomes secure and customized.