Channel Plans

Collaborate with Your Channel Partners for Increased Success

Easy-to-use, integrated channel plans give consistency and cohesiveness to a process that has traditionally been ad hoc and informal. Collaboratively create joint channel marketing initiatives to align targets, expectations, geographic coverage, employee initiatives, and demand-generation activities to build longer-lasting and more profitable relationships with your channel partners.

Salesforce PRM enables your partners to access channel plans through completely customizable partner portals, where they create measurable objectives to achieve overall channel strategy goals. Channel managers can review plan progress within Salesforce and easily identify upcoming and overdue objectives.

Channel Plans

Create high-level time-bound plans outlining joint vision statements and a road map for success. Create channel plans for vendors and partners to avoid channel conflict for a unified channel strategy.

Objectives

Outline tangible and measurable steps for achieving your plan's high-level purpose. Each objective has a type, a start date, an end date, and metrics to quantify targets and achieved results. Easily track the progress of your channel strategy and identify potential channel conflicts by measuring and reviewing your set objectives in within Salesforce PRM.


Channel Team

Assign specific resources to a channel plan. Align resources with objectives, and provide a clear picture to partners of their channel support team.

Reports and Dashboards

Leverage prebuilt reports and dashboards for tracking and scoring partner progress toward objectives. Identify which channel marketing programs are delivering the results that are inline with your channel strategy.