Save time and money by automating your onboarding process. Eliminate repetitive administrative tasks throughout the onboarding process. Grow your partner community with a simplified recruiting process that makes training fun.
Promote your channel programs using branded recruitment sites with web-to-lead forms that capture prospective partners. Streamline recruitment by automating approvals and partner account provisioning.
Simplify partner onboarding.
Guide partners through onboarding by creating role-specific tasks and timelines for each partner program and level. Track progress and recommend next steps with a Lightning Component.
Create successful partnerships.
Optimize partner performance by customizing channel programs, co-creating account plans, and tracking KPIs with partner scorecards.
Make training fun.
Make certification easy using a learning management system (LMS) to create, assign, and track learning activities. Then ensure every user stays current with your products by tracking training progress.
Amplify the impact of your marketing.
Easily build demand by marketing to and through your channel. Turn partners into world class marketers by extending pre-built journeys, delivering marketing funds, and creating co-branded collateral.
Win mindshare by creating personalized, cross-channel experiences for every step of the partner lifecycle. Trigger pre-determined actions based on real-time events like logins, training progress, or lead acceptance.
Incentivize partner performance.
Manage financial incentives for your partners — whether they're Marketing Development Funds (MDF) or Co-Op — and automate time intensive tasks such as fund requests, approvals, claims, and signing for partners.
Amplify marketing through the channel.
Help partners create cross-channel marketing journeys without having to be a marketing expert. Partners can enroll leads in distributed marketing campaigns, personalize emails, and track results.
Easily create collateral with your partners.
Upload their logo and the system will automatically integrate it into professional quality, brand-approved artwork for datasheets, product brochures, banners, and more.
Accelerate the channel sales process.
Automate channel management with out-of-the-box PRM apps and workflows. Use Guided Setup to easily create or customize lead distribution workflows to fit your partner program.
Grant exclusivity to partner-sourced opportunities with Deal Registration. Use Guided Setup to create rules for duplicate leads and additional margins.
Distribute leads automatically.
Deliver sales-qualified leads to partners using automated workflows that can be easily customized to fit your partner program.
Get insights into opportunities.
Help partners understand your customers in a robust activity timeline, and make decisions accordingly. Let them know what stage each deal is in, what moves they need to make, and when they need to take action.
Simplify the quoting process for your partners.
Let your partners create accurate quotes fast by connecting them to your quoting processes and resources, including price books and product catalog.
Get insights into partner performance.
Track channel ROI, optimize sales, and know what's happening anywhere in your community in real time with a 360-degree view of partner activity.
Give your partners the tools to answer their questions on demand, with easy access to articles, FAQ, and the collective wisdom of your partner ecosystem.
Escalate support cases based on priority.
Partners can easily create cases for customers and themselves, responding both in the community or privately. Cases can also be escalated automatically based on keywords, or if a question goes unanswered too long.
Give help in real-time.
Get the ability to initiate live chats based on partner activities on your site. Even better, it has multilingual support so partners can get chat help anywhere around the globe.
Create beautiful, engaging digital partner experiences – fast.
Quickly launch new digital experiences for partners. Personalize using your CRM data and easily configure with components and prebuilt templates.
Bring your digital vision to life in hours – not weeks, months or years.
Choose from elegant themes and layouts that provide a framework for your ideas. Quickly configure by arranging components with clicks and apply your branding for the finishing touch.
Personalize the experience for everyone.
Your partners expect you to know them and their preferences. With audience targeting, you get personalization capabilities out of the box, allowing you to take advantage of your Salesforce CRM data and other data sources.
Easily add functionality with prebuilt components and apps.
Tap into a broad ecosystem of partner-created apps and components built on the Salesforce Platform, including industry-specific pre-packaged Bolt solutions for 3x faster deployment.
Customize every detail of your website, portal, or app.
Take complete control of the experience. Create exquisite, pixel-perfect designs by modifying CSS and HTML as needed to deliver the experiences your customers want.
Customer Success Stories
See how these Trailblazers are boosting channel sales with PRM.
Wish you could manage your partners, affiliates, resellers, and agents all in one place? Now you can — with Salesforce PRM.
With the partner relationship management features from Sales Cloud, your company can cultivate stronger partner relationships, close more deals, and customize the customer experience with ease.
What Is Partner Relationship Management (PRM)?
Partner relationship management (PRM) is a strategy that involves improving collaboration between companies and their channel partners. PRM typically involves a combination of strategy, tools, and software to improve communication, streamline processes, and share information with partners.
Salesforce’s PRM software now makes it easy to connect with channel partners, share leads, and distribute important sales documents with multiple members — all in a single dashboard.
Salesforce PRM Features
Now you can build and empower your partner network with partner management software from Salesforce. This powerful channel management software will give you a direct view into the performance of your channel partners so you can collaborate effectively and drive more deals.