With a compelling partner portal branded to look like an extension of your Web site, you’ll easily recruit and accept partners that meet your channel objectives. With Salesforce CRM Partner’s easy-to-deploy portal, you can qualify, on-board, train, and track partner progress all in one system.
With Salesforce CRM Partners, you can manage new partner recruits globally with customizable partner registration forms. Easily capture new partner applications and review and route them to the appropriate person with workflow, assignment rules, and queues.
Flexible and criteria-based assignment rules segment and assign partner applicants. Review partner applications, and assess the fit with your channel strategy. Find duplicates, and ensure that data is clean and up to date. Easily convert partner prospects to live accounts.
Success plans for newly qualified partners, help them become revenue-generating and profitable partners. To help them stay on track, partners receive notifications of tasks associated with their success plans.
Salesforce CRM helps you monitor partner performance, and upgrade partners to new programs. Partners receive notifications of new-program memberships and benefits.