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. Help partners stay on track toward revenue achievement with individualized partner scorecards — all while staying on brand.
Incentivize partners by defining success metrics and sales goals the moment they engage. Guide partners through a personalized 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.
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.
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.
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.
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.
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.