Grow revenue and partner loyalty with a complete and engaging partner experience using Partner Ecosystem Management. Market, sell, and service through partners via tailored views and CRM data. Get partners to close deals fast with real-time enablement programs and tailored agent support. Create automated incentive programs that increase loyalty and grow revenue. Manage all partner needs from your CRM.
Enable, incentivize, and offer partners visibility into what works with Partner Ecosystem Management.
Motivate action and make finding the right tools and processes simple for partners with embedded in-app guidance. Customize the guidance to specific partner needs or areas of focus. Easily build these walk throughs without any coding and implement or adjust as needed.
Make it simple for partners to know what matters by tying partner activity — like campaigns run, leads generated, or deals closed — to enablement outcomes that drive the business forward. Serve up the best resources to help ramp, develop, or mature partnerships — right in the flow of the partner experience.
Turn partners into efficient, powerful representatives of the business by giving them agents that guide them to product specs, selling details, and other assets that ensure they are ready to close deals across every customer conversation. Use agents to recommend next steps and motivate partners to level up their skills.
Build a partner experience based on your business needs. Pull in any object, account, or other data that helps drive the business forward. Make it easy for partners to securely work and track deals across CRMs with Partner Connect. Create a flexible partner ecosystem with more API integration, more custom objects, and more storage.
Connect partners to great deals using deal registration and lead routing automation. Help partners work faster by giving them AI-generated insight into which leads and opportunities are most likely to close. Make it easy for them to pinpoint where to focus with real-time tracking inside Pipeline Inspection.
Strategize collaboratively with partners for account-based selling by sharing account plans inside the partner experience. Offer up account insights such as SWOT analysis, account objectives, and competitive intel.
Guide partner marketing efforts with ready-made campaigns and joint marketing materials they can use themselves. Make it easier for partners to market for you by simplifying the Marketing Development Fund request and campaign approval process. Track and approve requests right from Salesforce. Use Partner Tracks enablement to guide partner marketing efforts.
Help partners support end customers better by giving them quick answers to buyer questions. Put your existing how-to guides and even Agentforce into the hands of partners. Efficiently route complex cases to the correct support agent, and ensure partners can get assistance from any device, anywhere.
See every aspect of your partner workflows in one place inside your CRM. Get a quick picture of basic partner data across opportunities and accounts and manage important engagement metrics. See how many enablement programs are getting used as well as progress and completion of those enablement programs. Track all incentive management in one unified view.
Build and manage loyalty programs for partners to access in their partner experience. Create transparency by embedding program details, rewards, and member information inside their experience and Partner Cloud. Specify whether a partner will help members earn points, spend points, or both. Associate specific products or product categories with partners within the loyalty program.
Grow your pipeline with partners by incentivizing them to refer more leads. Generate, manage, and share referrals in Partner Ecosystem Management. Get partners to source higher-quality leads that convert faster by rewarding them with referrals. Create transparency and trust by giving partners real-time access to referral credits they have received.
Foster trust with partners and find alignment automatically with Salesforce Spiff inside Partner Ecosystem Management. Automate complex, high-volume variable compensations for partners — including commissions, rebates, and claim programs. Create visibility on commissions and earnings for partners with a native integration of Salesforce Spiff into Partner Ecosystem Management.
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