CRM isn’t just a tool for building great relationships with your customers. It’s also a vital asset when it comes to partner channel management, helping you to manage relationships throughout your supply chain right down to the point of sale. With channel management software as part of Sales Cloud you’re closely connected to your partners through the entire sales process, so there’s an unbroken thread of information from your sales team through to channel partners and end users. Leads, opportunities, accounts, and fund requests are shared in real time so your partners are really empowered to collaborate on deals.
As a manager you can stay on top of what’s happening in each channel and what your partners are doing, so you can offer support, information and resolve any issues as and when they arise. Your sales dashboard gives you a full picture of your business and all its channels with all the data compiled for you. You’ll see at a glance how much revenue is being driven through each channel against your sales forecasts. You can track the speed and volume of your pipeline and review your partners’ performance, too. Want to review or discuss the data with managers, partners or salespeople? Use Salesforce Chatter to push updates into your feed or start conversations in real time.
Learn more about how Salesforce CRM can help you manage your partners effectively:
With Salesforce Communitiy Cloud you can build a partner portal specifically for your channel partners, giving them a separate, private website platform not available to the public. A key tool in partner channel management, it allows you and your partners to share and talk in real time. You can tailor it to support your partners’ unique needs and expand it to bring in new partners. It’s a single self-service location where partners can access everything they need to close deals. Easy to use, the portal can foster loyalty at the same time as helping drive sales.
Partners can see, in real time, the leads shared with them, as well as past activities related to a lead. In fact, partners can help themselves to any resources or information relevant to the lead. There’s even related content to help them sell more effectively. They can log their own activities and convert opportunities into deals when the time is right. Partners can also register new deals that they’ve initiated themselves, which are automatically pushed to channel managers for approval. Partners don’t need to be in the office to use the partner portal, either. As with the entire Salesforce Customer Success Plaform, Community Cloud was desgned for mobile first so the right information can be accessed anywhere, anytime.
See Community Cloud in action now to see how you too can deploy a partner portal and create an engaged partner community that drive sales:
Build and empower your partner network with Partner Community. Connect directly with channel partners to share goals, objectives, and activities in a secure, branded location.
Recruit, onboard, train, and support your indirect sales channels to increase partner engagement. Manage marketing development funds and develop effective co-marketing campaigns. And ensure your channel is structured and equipped to meet your business goals.
Every channel is unique. Easily tailor and extend your Partner Community to support specific partner needs. Share business processes and data with partners to better collaborate on deals.
If your partners also use Salesforce to manage their businesses, Salesforce to Salesforce allows you to seamlessly connect, share, and update Salesforce data. Pass leads, opportunities, and more to partners in real-time. And, it's free for any Salesforce user.
Help your partners succeed from anywhere. Partners can post questions and access critical resources from anywhere with the Salesforce1 Mobile App. They can also register deals, update opportunities, or even request funding — all from any mobile device.
Learn how a sales manager and sales rep use Salesforce to manage their day. This interactive tour guides you through the different capabilities of Salesforce. Experience the world’s #1 CRM app today.
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