Grow revenue and partner loyalty with a complete and engaging partner experience using Partner Ecosystem Management. Market, sell, and service through partners via tailoured views and CRM data. Get partners to close deals fast with real-time enablement programmes and tailoured agent support. Create automated incentive programmes that increase loyalty and grow revenue. Manage all partner needs from your CRM.
Enable, incentivise, 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. Customise 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.
Strategise 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 programmes are getting used as well as progress and completion of those enablement programmes. Track all incentive management in one unified view.
Build and manage loyalty programmes for partners to access in their partner experience. Create transparency by embedding programme 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 programme.
Grow your pipeline with partners by incentivising 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 programmes. Create visibility on commissions and earnings for partners with a native integration of Salesforce Spiff into Partner Ecosystem Management.
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Key features to look for in partner ecosystem management software include personalised partner experiences, incentive compensation management, and more. The right software offers tools for tracking partner performance and sales activities. When powered by AI, it can use agents to recommend next steps and serve up the best resources to help level up partnerships.
To choose the right partner ecosystem management software, first define your business goals. Look for software that can connect with the other tools in your tech stack. The platform should offer easily customisable dashboards and reports. It should also offer features like partner onboarding, performance tracking, and communication tools. This will allow you to track and use the data that is most important to you.
Partner ecosystem management software offers many benefits. It helps companies grow revenue and expand reach by tapping into partner expertise. It helps you manage partner relationships, track deals, and handle incentive compensation within your CRM. When powered by AI, you can guide partners with always on enablement and approval workflows.
By centralising partner ecosystem management, you can extend the same effective enablement materials and support you give to your own reps to partner sellers. You also ensure they have the most up-to-date information on your products, pricing, and messaging so there's no confusion. Also important is the implementation of automation and AI features that can help handle manual tasks. When you combine all of these benefits, it makes it easier to grow sales and hit (or surpass) targets.
When partner ecosystem management software is used, it gives partners a better experience — better enablement; more accurate data on product, pricing, and prospects; and a clearer vision of goals and performance. In other words, making it easy to sell (and earn commissions) builds loyalty. Also, it's easy to use this software to create transparent incentive programmes so sellers know what to sell and how much to sell to maximise their pay. When the incentive programme is clear and compelling, partner want to stick around.
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