Partnerize vs. Salesforce Agentforce Revenue Management

Since Parterize's partnership announcement with Konnecto I'm looking forwars to some exciting improvements to the platform that will embrace AI tools for reporting and communication with partners

What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

• Selection of merchants
• Create data reports
• Striking inferface

Incentivized

• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

Incentivized

• The reporting interface for publishers could be improved to be more user friendly.
• Contract term special conditions are difficult to find and sometimes not available so this area could be improved.

• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

Incentivized

The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

My business is able to extract what we need from Partnerize to access and analyse performance data. Once you know what you're doing and where everything is, it's great. There is always room for improvement as the industry evolves and more metrics become available though

I love and admire systems that reduces manual data work by handling routine revenue tasks. And having Salesforce as primary CRM ecosystem will make it easy for anyone doing lead management, forecasting and actual revenue tracking. Since, I am salesforce data analyst - it easy for me when comes to using agentic features in designing processes

There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

Incentivized

Awin is a far friendlier and easier to use interface, though Partnerize offers a different variety of merchants

Incentivized

There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

Incentivized

• Analysing revenue streams
• Maintaining affiliate relationships

Incentivized

• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

Incentivized