Partner collaboration

With the revolutionary new Salesforce to Salesforce service, you’ll securely share information with your partners in real time. Connecting with partners is as easy as connecting with people on LinkedIn: You’ll instantly share leads, opportunities, accounts, contacts, and tasks.

 

Share business information instantly and securely

Easily and instantly share information and processes between suppliers, vendors, and partners. Get instant visibility into shared opportunities with the companies you work with that also use Salesforce CRM.

Pass your leads to partners in real-time

Set up connections in a matter of minutes to instantly and securely share leads with your partners. Lead status tracking allows channel managers to proactively monitor prospects and their position in the sales cycle.

Provide accurate product details automatically

Make sure your partners have all the product information they need to close the deal. Quickly and easily share precise product and pricing information with your partners in real-time.

Find the right partner for every deal

Quickly find qualified partners that can help you close more business. Keep your pipeline moving by setting up automated rules to route leads to your best partners instantly.

Collaborate on documents in real time

With Salesforce CRM and Google Docs, you, your colleagues, and your partners can access and edit documents together in real time—no more e-mailing attachments. You can attach documents to an account or opportunity record in Salesforce CRM so everyone can always find the latest version.