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Partner management

Salesforce CRM’s easy-to-use tools give you full visibility into your channel performance and help you effectively manage your partners to make them more productive and more vested in your success.

Datasheet | Collaborate with Partners | Whitepaper

 

Know who’s performing and who’s not

With Salesforce CRM Partners, you’ll easily track partner profiles so you’ll know instantly which partners are performing and which need help. Easily customize and extend your partner profiling system (including custom tiered profiles) to track all the attributes you need to effectively manage your channel relationships.

Set mutual goals with your partners

Create high-level, time-bound plans outlining joint vision statements and a road map for success. Creating channel plans for vendors and partners helps avoid channel conflict and unifies everyone around your channel strategy.

Get visibility into deal flow and activities

Out-of-the-box reports and dashboards—or custom reports you can create in just a few clicks—show you channel forecasts, historical performance, revenue contribution, and anything else you need to track. Measure partner productivity with metrics such as time to route leads, lead quality, and closed leads.

Help your partners help themselves

Partners can view and update their own account information in Salesforce CRM. Channel managers can decide what information is read-only and what is editable. The "My Account" feature is easily accessible on the partner portal home page.

Score partners for relative comparisons

Monitor the performance of your partners with a scorecard that calculates close rates, conversion rates, revenue generated, and other metrics based on lead and opportunity data in Salesforce CRM.