Drive channel sales and partner productivity with PRM.

Streamline the entire partner lifecycle with automation and self-service.

Our Partner Relationship Management solution helps you:

  • Save time onboarding partners
  • Drive demand through your channel
  • Guide partners from lead to cash
  • Provide real-time support and visibility
  • Customize the experience with clicks, not code
 
 

Learn why Salesforce is a leader in the The Forrester Wave™: Partner Relationship Management, Q4 2020.

 
 

Easily manage your distributors, affiliates, resellers, and more — all in one place.

Get the most out your partners by simplifying the channel sales process from onboarding to selling.
 
 

Get your partners up to speed faster.

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.
 

Save time recruiting partners.

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. 
 

Drive more partner engagement.

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. 
 

Prevent lead conflicts.

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.
 

Track channel stats in real time.

Easily track lead flow, conversion rates, and every part of your pipeline for a real-time view of the state of your channel.

Optimize your channel with intelligent analytics.

Quickly gain channel visibility, track partner performance, and help partners uncover opportunities to grow their business with our ready-to-go analytics product for channel sales teams.

Integrate with Google Analytics.

Understand how your partners are using your partner portal by tracking new and returning visitors, page views, and search activity.
 
 
 

Support your channel partners whenever they need it.

Give your partners the help they need instantly on any device. Connect them to knowledge articles, Q&A forums, subject experts, and live agents whenever they need it.
 

Give on-demand help.

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.

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See the features that help reps crush their quotas.

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OR CALL 1-800-667-8389

 
 

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Partner Relationship Software from Salesforce