Salesforce is named a Leader in The Forrester Wave™: Partner Relationship Management, Q3 2023

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A partner hub with links to learning, sales, marketing, and analytics. A pop out has rep's partner analytics and pipeline.

Partner Relationship Management

Grow revenue with a personalized partner experience, built using the #1 AI CRM. Win with partners using outcomes-based onboarding and branded marketing assets. Work smart with AI-driven lead and opportunity management. Automate market development funds and discounts. Ensure ongoing success with a view into expected revenue, no matter the industry.

Enable everyone from resellers, brokers, and beyond with a complete partner solution.

Grow loyalty and close more deals with an engaging and easy-to-use partner experience — from initial onboarding to closing and servicing deals.

Tailor every partner experience to generate revenue.

Personalize the partner experience based on each user's needs with easy-to-build templates and drag and drop tools. Keep partners engaged with updated, relevant content. Help partners stay on track toward revenue achievement with individualized partner scorecards — all while staying on brand.

A partner hub template with lead conversion and closed won metrics and partner scoreboard. A pop out has component options.

Capture attention, maintain consistent engagement, and motivate long-term success with Partner Tracks. Guide partners the moment they enter the portal with clickable walk-throughs. Steer partners to deliver revenue growth by tying revenue generation to achievable milestones and outcomes-based programs. Serve up the necessary resources, goals, and assets with easy-to-navigate programs that ramp, develop, and grow partners.

A partner's marketing hub has campaign and request mdf options and windows show campaign message info and email templates.
A partner hub template with lead conversion and closed won metrics and partner scoreboard. A pop out has component options.
A partner's marketing hub has campaign and request mdf options and windows show campaign message info and email templates.

Accelerate partner productivity with automation and AI.

Drive demand with the help of partners. Get partner marketing projects off the ground fast with pre-built, approved marketing journeys and co-branded marketing assets that they can tap into on their own. Make it easier for partners to execute marketing tactics with straight-forward requests for marketing funds and campaign approval. Approve requests and campaigns right from Salesforce.

A partner portal shows Susan's marketing journey including funding, complexity, and duration.

Reduce the friction of partner selling with lead routing and Einstein Lead and Opportunity Scoring. Ensure that the right leads are easy for partners to see and start working. Accelerate deals with Pipeline Inspection for partners. Implement approval workflows for proposals and discounting using CPQ, tailored to each partner.

Pop outs show a partner's lead inbox and discount request. A window shows opportunities closing this month and score.
A partner portal shows Susan's marketing journey including funding, complexity, and duration.
Pop outs show a partner's lead inbox and discount request. A window shows opportunities closing this month and score.

Set partners up for success with insights and support.

Activate partner selling with out-of-the-box dashboards and reports specifically for them. Give them access to Einstein-generated insights about revenue potential and steps to take to achieve more wins. Track partner wins and opportunities right in Sales Cloud.

A partner dashboard analytics and Einstein recommendations and a channel manager's sales dashboard with open pipeline

Help partners sell by giving them quick access to the knowledge they need to answer buyer questions. Embed existing knowledge articles and chat bots where possible to scale support. Route cases to the right agent when needed. Allow partners to access selling support from any device.

A partner's support hub shows a knowledge base with FAQs and a pop chat window with an option to route to agent.
A partner dashboard analytics and Einstein recommendations and a channel manager's sales dashboard with open pipeline
A partner's support hub shows a knowledge base with FAQs and a pop chat window with an option to route to agent.

Get the most out of Partner Relationship Management with partner apps and experts.

Accelerate revenue growth with thousands of pre-built and consultant offerings on AppExchange. Check them out today.

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Frequently asked questions

Partner relationship management (PRM) is the process of managing the relationships and interactions between a company and its partners, such as resellers, distributors, and agents. It involves collaborating with partners to increase sales and revenue, improve customer experience, and enhance market reach.

Yes! With the new PRM for Slack App, engaging and collaborating with your partners has never been easier. Learn more about the app here.

Partner relationship management software is a tool that helps businesses manage their partner relationships and interactions. It enables businesses to collaborate with partners on sales and marketing activities, track partner performance, and provide partner training and support.

PRM software offers several benefits, such as increased partner engagement, improved partner performance, enhanced collaboration between businesses and partners, streamlined partner onboarding and training, and improved visibility into partner activities and performance.

Channel sales refers to the process of selling products or services through third-party partners, such as resellers, distributors, or agents, rather than through a company's own sales team. It is a common sales strategy used by many businesses to expand their market reach and increase sales.