Lead Management

Increase Lead Conversion Rates

Managing leads effectively and optimizing lead flow across sales partners is critical to achieving success. With Salesforce PRM you can route qualified leads to the right partner and track the status of every lead in your partner marketing channel. Partners get instant access to the latest prospects, and leads are never dropped or lost.

Online Lead Distribution

Easily perform essential partner lead management tasks such as distributing leads to partners, and defining rules for routing and handling leads, so each lead gets to the right type of partner.

Integrated Lead Management

Take leads from Salesforce SFA, and automatically route them to the right partners in Salesforce PRM. Automatically capture leads from a Web site, or import them into Salesforce for lead distribution to your channel partners.

Security Controls

Allow partners to access leads only in their own territories and to manually share specific leads with other users. Channel management with secure channel partner lead assignment.


Lead Acceptance

Partners accept leads to enable tracking and accountability, so you always know lead status, making partner lead management a breeze.

Lead Tracking

Monitor leads end-to-end—from creation to conversion—with capabilities that include automatic date and time stamping, campaign or lead source tracking, lead status changes, and lead activity management. All the valuable partner marketing analytics you need to effectively manage your lead distribution.

Lead Conversion

Effective channel marketing lets partners convert qualified leads to sales opportunities with a single click. With Salesforce’s partner channel management you can instantly notify partners when leads are assigned to them.