Partner sales

Your channel managers are in the driver’s seat with Salesforce CRM Partners. Meanwhile, your partners have all the tools and resources they need to sell more effectively and avoid channel conflict. Partners can register deals, manage their leads and customer accounts, and provide updates in just a few clicks.

 

Make it easy to sign up new business

Deal registration helps drive new business, reduce channel conflict, and improve partner loyalty. Partners get an easy way to register deals, and you can approve and track every deal they’re working. Give partners the option of working through your portal or for fellow Salesforce CRM customers—share information directly.

Increase close rates by collaborating

Salesforce CRM Partners is the single place for updating deal information, tracking milestones, and recording all opportunity-related interactions. Get real-time visibility into the status of partner-owned opportunities, and empower partners with direct access to price books and opportunity information.

Drive efficiency through automation

Collaborate with your channel partners on activities and tasks, and automate many of the manual processes involved in working together, such as approving budget requests.

Maximize deal size with accurate pricing

Communicating and sharing pricing programs is critical to partner success. Salesforce CRM helps you manage your pricing through published price lists, rebates, promotions, and special pricing requests.

Control your brand and message

Why should your partners start with a blank page when writing emails to customers and prospects? You can populate your partner portal with email templates that partners can personalize, saving them a lot of time and ensuring that their communications about your products are accurate and on-message.