Channel Plans

Collaborate with Your Channel for Increased Success

High-value channel partner relationships are driven by goal alignment that is measured and rewarded. Easy-to-use, integrated channel plans offer enhancements to a process that has traditionally been ad hoc and informal.

Companies that collaboratively create joint business plans to align targets, expectations, geographic coverage, employee initiatives, and demand-generation activities have longer-lasting and more profitable relationships. Enabling a medium for cross-channel planning helps companies identify each other's strengths and weaknesses to proactively take action.

Partners access channel plans through your completely customizable partner portals, where they create measurable objectives to achieve the overall plan goals. Channel managers review plan progress within Salesforce and easily identify upcoming and overdue objectives. 

Channel Plans

Create high-level time-bound plans outlining joint vision statements and a road map for success. Create channel plans for vendors and partners.

Objectives

Outline tangible and measurable steps for achieving the plan's high-level purpose. Each objective has a type, a start date, and an end date and metrics to quantify targets and achieved results.


Channel Team

Assign specific resources to a channel plan. Align resources with objectives, and provide a clear picture to partners of who their channel support team is.

Reports and Dashboards

Leverage prebuilt reports and dashboards for tracking and scoring partner progress toward attainment of objectives.