Salesforce is named a Leader in The Forrester Wave™: Partner Relationship Management, Q3 2023

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A partner hub with links to learning, sales, marketing, and analytics. Pop outs has rep's partner opportunities and analytics.

Partner Relationship Management

Grow revenue with a personalized partner experience, built using the #1 AI CRM. Win with outcomes-based onboarding and branded marketing assets. Guide faster partner selling with generative and predictive AI insights. Simplify partner management with automated fund requests and discounting. Ensure ongoing success, no matter the industry, with partner relationship management software that extends the power of Salesforce across your partner ecosystem.

Achieve your goals with data and AI embedded in your partner relationship management software.

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.

Personalize 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, from enablement to AI-driven deal insights and Next Best Actions. Help partners stay on track toward revenue achievement with individualized partner scorecards — all while staying on brand.

A partner portal template hias Eintein recommendations, closed won graph, and scoreboard. A pop out has template components.

Capture attention, maintain consistent engagement, and motivate long-term success with Partner Tracks. Guide partners the moment they enter the portal with clickable walk-throughs. Steer partners to deliver revenue growth by tying revenue generation to achievable milestones and outcomes-based programs. Serve up the necessary resources, goals, and assets with easy-to-navigate programs that ramp, develop, and grow partners.

A partner's marketing hub has campaign and request mdf options and windows show campaign message info and email templates.

Make it effortless for your partners to engage with you by bringing partner deals directly to Slack using the PRM for Slack app. Automate deal registration and simplify updating deal data right in the flow of conversation. With Slack AI, get up to speed fast on partner deals with channel recaps and thread summaries.

A Slack screen with a partner channel and deal update with pop outs for next steps and channel summary.
A partner portal template hias Eintein recommendations, closed won graph, and scoreboard. A pop out has template components.
A partner's marketing hub has campaign and request mdf options and windows show campaign message info and email templates.
A Slack screen with a partner channel and deal update with pop outs for next steps and channel summary.

Accelerate partner productivity with automation and AI.

Stay close to partner deals with Einstein Copilot. Ensure partners sell the right way with AI-generated emails and prompts. Get up to speed fast on partner deals with channel recaps and thread summaries in Slack Connect with Slack AI. Automate deal collaboration in the flow of work with PRM for Slack.

A sales AI window shows a rep's prompt to write a partner an email with a reply. A Slack AI shows a question from a partner.

Connect partners to great deals using Einstein lead and opportunity scoring. Make it easy for them to pinpoint which deals are progressing with embedded scores in the PRM experience. Serve up strategic guidance to drive revenue with AI-driven Pipeline Inspection shared directly into the partner's experience.

A window shows a partner's opportuntiy, pipeline, name, score, stage, and next steps. Pop outs show scoring info and inbox.

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. Implement approval workflows for marketing development fund requests, campaign launches, deal proposals, and discounting needs. Pull in additional marketing partner solutions and CPQ for additional automation power.

A partner marketing dashboard has options to view campaigns and request MDF, edit and request a discount, and edit an email.
A sales AI window shows a rep's prompt to write a partner an email with a reply. A Slack AI shows a question from a partner.
A window shows a partner's opportuntiy, pipeline, name, score, stage, and next steps. Pop outs show scoring info and inbox.
A partner marketing dashboard has options to view campaigns and request MDF, edit and request a discount, and edit an email.

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 pipeline and revenue potential. Connect insights to actual deals and guide partners with steps to take to achieve more wins. Track partner leads and opportunities right in Sales Cloud.

Windows show a partner dashboards drop down, a channel manager dashboard dropdown, and Einstein recs with next steps.

Help partners sell by giving them quick access to the knowledge they need to answer buyer questions. Provide answers to commonly asked questions with generative AI-powered search using existing knowledge bases. Scale that support with AI-powered chatbots. Automatically route cases to the right agent when needed. Allow partners to access selling support from any device.

A partner support window has a search for "Request Marketing Funds," a pop out with Einstein answers, and a chat window.
Windows show a partner dashboards drop down, a channel manager dashboard dropdown, and Einstein recs with next steps.
A partner support window has a search for "Request Marketing Funds," a pop out with Einstein answers, and a chat window.

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

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

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Partner Relationship Management Software 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.

Partner relationship management software (or channel sales 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.

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.

Partner relationship management 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.

Partners go by many names depending on the industry you work in: broker, agent, dealer, reseller, supplier, affiliate, and distributor - just to name a few. Regardless of their title or exact role or industry, these partners tend to need partner relationship management software or channel sales software solution

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