Lead and Opportunity Management

Maximize Revenue by Expanding Sales Coverage

To maximize potential revenue, partners can help cover markets beyond the reach of your direct sales force. A best practice to facilitate this is called lead and opportunity management. With Salesforce Partners, you can easily roll out an effective and automated process to distribute leads to partners and have them qualify, work, and close deals for you.

Increase Channel Growth

  • Distribute leads to partners quicker and close leads faster with automated rules
  • Automatically assign new leads to users, partner company, or lead pool (shark tank) and reassign untouched leads based on your program rules
  • Drive higher close rates by collaborating with partners on qualified leads

Gain Better Visibility

  • See channel forecast, partner historical performance, and partner revenue contribution
  • Measure and track productivity by partner such as time to route, accept, quality, and close leads
  • Measure effectiveness of marketing programs with campaign ROI, partner contribution, budget status, unclaimed funds, and leads to funds

Improve Partner Loyalty

  • Keep your brand top of mind with custom and branded communications to partners
  • Fairly distribute leads with round robin rule assignment
  • Automate the lead acceptance process through a partner portal inbox and keep partners hungry with customizable lead limits