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A partner portal welcomes Susan and shows her preferred partner status, lead inbox, and current pipeline status.

Partner Relationship Management

Grow revenue with personalised partner experiences. Make partner sales simple with pre-approved branded marketing assets, automated lead routing, opportunity management, and account insights. Move deals forward faster with easy-to-use processes to request and approve marketing funds and auto-generated discounts. Ensure ongoing success with visibility into expected revenue and self-service customer support.

Maximise business growth with Partner Relationship Management.

Grow loyalty and close more deals with an engaging and easy-to-use partner experience — from initial onboarding to closing and servicing deals.

Tailor every partner experience to generate revenue.

Personalise the partner experience based on each user's needs with easy-to-build templates and drag and drop tools. Keep partners engaged with updated, relevant content. Help partners stay on track toward revenue achievement with individualised partner scorecards — all while staying on brand.

A user drags and drops tools, data, and audience segmentation into the partner portal to share necessary CRM data.

Incentivise partners by defining success metrics and sales goals the moment they engage. Guide partners through a personalised learning path to certify them quickly. Keep them moving in the right direction with intelligent next steps and relevant rewards that unlock new tiers of access to materials and resources.

A partner uses the partner portal. She is 25% done.
A user drags and drops tools, data, and audience segmentation into the partner portal to share necessary CRM data.
A partner uses the partner portal. She is 25% done.

Accelerate partner productivity with automation and AI.

Drive demand with the help of partners. Get partner marketing projects off the ground fast with pre-built, approved marketing journeys and co-branded marketing assets that they can tap into on their own. Make it easier for partners to execute marketing tactics with straight-forward requests for marketing funds and campaign approval. Approve requests and campaigns right from Salesforce.

A partner portal shows Susan's marketing journey including funding, complexity, and duration.

Reduce the friction of partner selling with lead routing and Einstein Lead and Opportunity Scoring. Ensure that the right leads are easy for partners to see and start working. Accelerate deals with Pipeline Inspection for partners. Implement approval workflows for proposals and discounting using CPQ, tailored to each partner.

A dashboard shows new leads with options to accept, the current stage of the deal, and the amount of new leads.
A partner portal shows Susan's marketing journey including funding, complexity, and duration.
A dashboard shows new leads with options to accept, the current stage of the deal, and the amount of new leads.

Set partners up for success with insights and support.

Activate partner selling with out-of-the-box dashboards and reports specifically for them. Give them access to Einstein-generated insights about revenue potential and steps to take to achieve more wins. Track partner wins and opportunities right in Sales Cloud.

Graphs from a dashboard show open leads and closed/won revenue across the United States.

Help partners sell by giving them quick access to the knowledge they need to answer buyer questions. Embed existing knowledge articles and chat bots where possible to scale support. Route cases to the right agent when needed. Allow partners to access selling support from any device.

AI alert pops up to tell the user to follow-up tasks
Graphs from a dashboard show open leads and closed/won revenue across the United States.
AI alert pops up to tell the user to follow-up tasks

Get the most out of Partner Relationship Management with partner apps and experts.

Accelerate revenue growth with thousands of pre-built and consultant offerings on AppExchange. Check them out today.

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Carol Liao, Sales Operations, Vanta

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Frequently asked questions.

Partner relationship management (PRM) is the process of managing the relationships and interactions between a company and its partners, such as resellers, distributors, and agents. It involves collaborating with partners to increase sales and revenue, improve customer experience, and enhance market reach.

Yes! With the new PRM for Slack App, engaging and collaborating with your partners has never been easier. Learn more about the app here.

Partner relationship management software is a tool that helps businesses manage their partner relationships and interactions. It enables businesses to collaborate with partners on sales and marketing activities, track partner performance, and provide partner training and support.

PRM software offers several benefits, such as increased partner engagement, improved partner performance, enhanced collaboration between businesses and partners, streamlined partner onboarding and training, and improved visibility into partner activities and performance.

Channel sales refers to the process of selling products or services through third-party partners, such as resellers, distributors, or agents, rather than through a company's own sales team. It is a common sales strategy used by many businesses to expand their market reach and increase sales.