Recruit, onboard, train, and support your indirect sales channels with out-of-the-box features that increase partner engagement. Recommend content to share knowledge and help partners discover the files they need.
Partners need help driving demand. Co-develop effective co-marketing campaigns and easily manage marketing development funds. Extend Marketing Cloud with clicks, not code, to help partners build, track, and analyze distributed marketing campaigns.
Guided Setup tailors your business processes to support specific channel needs. Easily customize access to the information and experts that partners need to sell, and structure partner tiers and programs to incentivize performance. Add content from your existing content management system (CMS) to create an engaging partner destination.
Data drives decisions. Connect data from any source to help partners understand their business. Share reports and dashboard to help them track KPIs or allow partners to explore data for upsell and cross-sell opportunities — all from any device.
CRM isn’t just a tool for building great relationships with your customers. It’s also a vital asset when it comes to partner channel management, helping you to manage relationships throughout your supply chain right down to the point of sale. With channel management software as part of Sales Cloud you’re closely connected to your partners through the entire sales process, so there’s an unbroken thread of information from your sales team through to channel partners and end users. Leads, opportunities, accounts, and fund requests are shared in real time so your partners are really empowered to collaborate on deals.
As a manager you can stay on top of what’s happening in each channel and what your partners are doing, so you can offer support, information and resolve any issues as and when they arise. Your sales dashboard gives you a full picture of your business and all its channels with all the data compiled for you. You’ll see at a glance how much revenue is being driven through each channel against your sales forecasts. You can track the speed and volume of your pipeline and review your partners’ performance, too. Want to review or discuss the data with managers, partners or salespeople? Use Salesforce Chatter to push updates into your feed or start conversations in real time.
Learn more about how Salesforce CRM can help you manage your partners effectively:
With Salesforce Communitiy Cloud you can build a partner portal specifically for your channel partners, giving them a separate, private website platform not available to the public. A key tool in partner channel management, it allows you and your partners to share and talk in real time. You can tailor it to support your partners’ unique needs and expand it to bring in new partners. It’s a single self-service location where partners can access everything they need to close deals. Easy to use, the portal can foster loyalty at the same time as helping drive sales.
Partners can see, in real time, the leads shared with them, as well as past activities related to a lead. In fact, partners can help themselves to any resources or information relevant to the lead. There’s even related content to help them sell more effectively. They can log their own activities and convert opportunities into deals when the time is right. Partners can also register new deals that they’ve initiated themselves, which are automatically pushed to channel managers for approval. Partners don’t need to be in the office to use the partner portal, either. As with the entire Salesforce Customer Success Plaform, Community Cloud was desgned for mobile first so the right information can be accessed anywhere, anytime.
See Community Cloud in action now to see how you too can deploy a partner portal and create an engaged partner community that drive sales: