Salesforce Partner Management

Salesforce Partner Management

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Score 8.6 out of 100
Salesforce Partner Management

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What is Salesforce Partner Management?

Salesforce Partner Management is a partner relationship management (PRM) software solution offered by Salesforce.

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  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Details

What is Salesforce Partner Management?

Salesforce Partner Management is a partner relationship management (PRM) software solution offered by Salesforce.
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Reviews and Ratings

 (49)

Ratings

Reviews

(1-19 of 19)
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Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce Partner Management helps our team to manage partners effectively. It allows us to manage their on-boarding, access, training and other support activities. It provides complete environment to manage them, features such as easy integration with other CRM's makes it much more go to tool. Thus, it makes the relationship with other partners very pleasant. Allow us to onboard and train them faster which is a very crucial for our type of business.
  • Integration with other CRM
  • Effective management of partners at one place
  • Contact Management
  • Lead tracking
  • Pricing Model: Pay per user/account
  • Documentation needs improvement with more insights
Salesforce Partner management have many features which makes our job easy. We are finding it very useful while managing partners related activities such as on-boarding, access, training and support. With it collaboration with them becomes more enriching and fruitful. It can be integrated with our CRM easily, we are able to make a bilateral flow of data between them, which is helping us many ways. Integration with CRM is like cheery on the top, helping us to get insights and detail analytics reports.
Maite Matheus | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce Partner Management’s solution is used by us to manage our business partners in a useful, organized and timely manner. It builds an ecosystem around it and provides great tools to optimize relationships with business partners, increasing our success rate and forming great relationships along the way. It integrates easily with our CRM and makes the implementation process very quick, and makes it the perfect fit for us to manage our business leads because we are able to connect with them faster. We also use it to go through every step of a partner's life cycle, improving their satisfaction and making the onboarding progress way simpler by tracking the most important KPIs in our channel.
  • Integrating data is very quick, making the process simple for us to start implementing the solution into the business
  • Ability to track the onboarding progress
  • Clear organization of every partnership and business leads
  • Great safety and privacy management to choose who you want to share your data with
  • Data analytics lack in extensiveness and customization
  • Additionally, the previous point makes the report creation part difficult to create and digest
This software is a nice solution to increase your business leads as well as organizing every single partnership in your business, it has a great built interface with tools that will help you increase your performance and you will be able to manage different projects that can be forecasted and tracked through every step, and choose the right partners to work with.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Opportunity registrations and partner communications are both managed using Salesforce's Partner Management platform. It is critical to our channel company since we are starting from scratch and it stores a wealth of information and all partner opp regs are submitted through it. In comparison to where we were before, this is a huge step forward.
  • Improving the orientation process.
  • Integration of partner management functions.
  • Based on the nature of the collaboration, information may be shared or kept secret.
  • Function-specific privileges inside an organization.
  • Flexible pricing tiers for end-users.
  • Instructions and materials for new users of varying skill sets.
Those who are already familiar with Salesforce will find the Salesforce Partner Management to be the most effective tool for importing partner information into their existing Salesforce org. It makes it simple to keep tabs on all of our partners' information while also streamlining the opp reg process. No one who isn't already using Salesforce should look at the Salesforce PRM.
Uriel Drone | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
The Salesforce application have been used within the healthcare sector, following the digitization process. It has been delivering faster business results, due to existing fully connected virtual selling experience, from planning to support, which has accelerated business outcome. Nowadays, Salesforce demonstrated the improvement in the hybrid working environment by helping to delivery personalized toolkit with targeted messaging within the context of customer business needs.
  • Transform virtual sales
  • Accredited health cloud
  • Self service portal for patients
  • Data analytics
  • RPA Integration
  • Documentation on platform architecture
Integration with the EHR systems, insurance claims systems, lab reports, billing and marketing information are some activities that are meant to be considered with respect to appropriated scenarios, because this data isn’t very useful scattered across multiple systems. That's why Salesforce managed to connect it all together. For example, using APIs, the EHR information has been securely integrated with Salesforce, significantly lighten the burden on healthcare IT teams.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use this system to locate partners, manage MDF distribute leads, and track their information. It's good to have it integrated with CRM leads and accounts. It also contains past data of them which is very helpful.
  • Help track the leads.
  • Helps lead distribution.
  • Connected with CRM.
  • Customization is possible.
  • Deal registration.
  • Adding MDF.
  • A lot of training is required for implementation.
  • It's very costly.
  • Not every partner uses this.
It's good to keep a track of partners and distribute leads to them. If they use the same system, it's easier for them to keep a check on leads. We need to have a separate way of handling them and assigning MDF to them. They even allow us lead integration which is the best thing any marketer/salesperson wants with a good UI.
Score 7 out of 10
Vetted Review
Verified User
Review Source
Salesforce Partner Management is being used to increase engagement with our company's partners and alliances. It is aimed to decrease the lifecycle of the on-boarding process, while enabling out partners with customers' information and remove friction. With Salesforce Partner Management we also keep track of partner engagement, quickly identify bottlenecks, and focus on solutions.
  • Partners management in one platform
  • Advancing on-boarding experience
  • Information sharing based on the type of the partnership
  • Pricing bundles for the users
  • Access to features based on the role within the company
  • Product guidance and onboarding material for different levels of the users
For partners on-boarding and information sharing this tool is a perfect fit. It also fits well for admin users as it helps to consolidate all information in one place with most common integrations being supported by Salesforce. So far we've been dipping our toes with this product, but in the future look forward to expanding on functionalities that we utilize in business processes.
Nathaniel Sintros | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use the Salesforce Partner Management software to manage our opportunity registrations and communicate with our partners in a variety of ways. It houses a variety of important information and partners submit all opp regs through it, so it is vital to our channel business and building it from scratch. We had nothing previously, so it's a great improvement for us
  • Intake opportunity registrations
  • House partner content
  • Customizable branding
  • Heavy lift for buildout
  • Finicky UI
  • Hard to do some simple things
The Salesforce Partner Management is most useful for those already using Salesforce to intake partner data straight into their Salesforce org and process it as needed from there. It streamlines the opp reg process and makes it easy to track every piece of partner data we have. If you don't use Salesforce, you shouldn't use the Salesforce PRM and should explore other solutions
Elizabeth Betancourt | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce Partner Managament in order to capture and manage in the most efficient way possible all customers who have great potential in business acts, as well as this software is implemented to organize all the orders that are made through the different applications that can be connected to this platform and that improve the increase in sales of the company. I like that the data from our internal CRM connects with the data from Salesforce, it makes the job easier. In addition, all the people who have the minimum relationship with our work can obtain information about it, they will not be able to intervene for security reasons but they can be informed about the progress and development of our products and sales
  • Your partners can obtain the necessary information about the movement of the company.
  • The CRM integration of this software is one of the best I have used; it works great and is easy to manage.
  • It is a completely safe and reliable application, you can show the public the information that you want pertinent. Your access and data will always be safe.
  • It's a bit expensive because there is a cost for each user and the entire work team uses it.
  • Need to innovate its interface, it looks very old.
If your business depends on multiple people and applications to be able to sell your products anywhere in the world, you have to use this software, especially the CRM integration so that you can achieve your business goals. With the use of this software you will avoid using extra tools and applications that are unnecessary for the proper functioning of your company.
Fabricio Velasco | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Salesforce Partner Management is used in our company to manage business leads, pipeline and order information from our large network of Distributors in a way that integrates with our internal CRM, i.e. the Salesforce CRM. It provides us a secure and practical way to provide access to partners to input data into our CRM but in a partitioned state. We can have all the information and KPIs to track, while the partners will access only their information.
  • Partner/Distributors Management
  • CRM Integration
  • Access/Data Safety
  • Cost per User
  • Need of technical support
  • More Customization
If your business relies on resellers, distributors or partners to sell your products in certain territories and your company CRM is Salesforce, using the SFA Partner Management to integrate would be the logical choice as you can keep your Salesforce CRM as the "source of truth" for your business without having to use multiple tools and systems.
Rakesh Sharma | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We are using this tool to manage our business and direct partners that help our company to maintain ROI and track every possible insight. It also helps monitor the overall ROI of the company.
  • Data Import
  • Data Visualization
  • 24/7 Support
  • Multi featured Dashboard
  • Phone Support need to improve in my opinion.
  • Custom Reports
  • Data visualization issues
Recently we suffer some data insight and visualization-related issues in our organisation that reduces productivity and ROI. With the help of Salesforce, it is very easy to relationship management with Channel Partners and tracks the overall process.
Score 10 out of 10
Vetted Review
Verified User
Review Source
It's key for us to be able to connect all the dots between leads, clients, customer services and sales, whether they are the direct or indirect channels. This software helps us to monitor the performance and make sure we are making the right adjustment without delay. Having the connection with the CRM allows us to get the best from Salesforce and offer the best customer services and sales journey to our client.
  • Connection with the CRM
  • Forecasting capability
  • The data and reports tool
  • Handle all channels
  • Customer care center
  • Expensive
  • Customization
If you have a multi-channel environment with branches and partners and subcategories, all and all, any complexity to your sales/customer including external partners/vendor or associate for an ongoing business deal, this tool could be for you if you don't want to miss any bottleneck or broken process. You also want to make sure everything is shared, transparent and track, that tool with offer you the perfect foundation for trust.
Marisa Laycock | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Salesforce Partner Management connects with our CRM to help us track leads and manage activity on an account/client. We are able to share this among our account team and within our company so that everyone has access to the same files and notes and it is more uniform across the board. The UI is simple and it is easy to pick up right away.
  • Clear, concise user interface.
  • Organizes calls & notes & client info into one uniform platform.
  • Allows knowledge to be shared across the organization & account teams.
  • No analytics capabilities to my knowledge.
  • Personalization isn't always simple, but that also is one of the things that make the UI easier to learn.
It makes it easy to share information across the organization. Specifically, the search feature makes it simple to find info and detailed information about client interaction and stored notes that we have on that specific account. It is great that it has the ability to be customized, but the more you customize the less the organization and easy user interface goes down.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Today we use Salesforce Partner Management in our company for creating partner portals for some of our business-to-business clients. One common use case for us is the creation of we car dealers, as a partner portal, that before was taking us a long time to market and more effort.
  • Integrations with CMS tools.
  • WYSIWYG interface to avoid coding.
  • Artificial Intelligence functionalities (Einstein module).
  • For advanced use cases, some coding is necessary.
  • Less performance when dealing with large amounts of data.
  • Having more integrations with other marketing automation tools could help expand its functionality.
Salesforce Partner Management is a great tool for scenarios where a partner portal needs to be created in a quick and cost-efficient manner by teams that do not necessarily have a broad technical knowledge and when the time to market is key. In the situations where the use case is more advanced and cannot be covered by the out-of-the-box functionalities of SPM, then the tool is less effective.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce Partner Management to manage our numerous partners that market our product for various private and public use cases. The partner management platform helps us keep track of our partners and run campaigns, email sends, and any co-selling opportunities. We also use the analytics and partner search functions as needed.
  • Connects with Salesforce CRM
  • Retains historical data
  • Good UI
  • Well organized
  • Easy to link items to owners
  • Salesforce CMS is good
  • Data storage constraints
  • Reports are counterintuitive
  • Pricing model is expensive
  • Could have more analytics options
When managing different partner marketing campaigns, Salesforce Partner Management worked well. We were able to input multiple partners who were creating content and building advertising campaigns. We could also track the success of these campaigns. The entire partner lifecycle was self-contained.

the platform is less helpful when managing our own in-house campaigns, but that’s not what we primarily used it for.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We used the Partner Management piece of Salesforce strictly to keep an official record of the partnerships we had at a certain level. The Salesforce suite of products is great, but the add-ons like Partner Management are where it really shined for our organization. We had some confusion around what a parent was at a ground level and the solution as--they aren't a partner if they aren't in the Salesforce Partner Management area.
  • Guided Setup
  • Automated Channel Marketing
  • Connect to our existing Salesforce CMS
  • More releases per year
  • More detailed release notes with change log call outs
  • More template options for setup
If you use Salesforce you must use the Partner Management area to keep track of your most important partnerships. We had a few swings and misses with some important partners when we had employees leave and the handoff wasn't great. Now that we have a centralized system, the communication channels are clear as can be and everyone has access to the core vitals of our most important partnerships.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce Partner Management to handle client calls, cases, and reports and to access notes in Salesforce. It helps us to automate and hence simplify the channel sales process. It is a key tool to increase channel ROI by driving more demand in our organization.
  • Very Helpful for partners to build, track, and analyze marketing campaigns using.
  • Quick-start tools
  • lead distribution and deal registration is very easy with its step-by-step direction.
  • Instant help with on demand knowledge articles and live chats.
  • Lack of personalization
  • Configuration and initial setup is time taking
  • Cluttered interface make tasks unnecessarily complex
We wanted to collect feedback from various clients related to their community performance and the issues encountered during its usage. In that case, it provided call logs, cases, and reports which helped us to analyze and boost the performance.
Score 8 out of 10
Vetted Review
Verified User
Review Source
This software will give you a direct view of the performance of channel partners. We use it to manage the recruitment, onboarding, training, and support of your indirect sales channels. It will enable them to explore and filter reports they create on their own and access quip for Salesforce.
  • Channel marketing with channel partners
  • Training and onboarding
  • Relationship management
  • Improve stakeholder relations
  • Need improvement in user friendly design.
  • It lags sometimes to create reports.
  • There are more available features which is not easily accessible to a regular user.
It is very suitable when it comes to creating a bridge between HR and employees. It is a bit learning curve and it supports 24/7. Most of the dashboard features are not available to regular users. Data import and export performance and features need to be increased. Email, chat, and phone support to be more efficient.
Hayden Baker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
The company uses it every day in all departments to handle calls, cases, reports. It solves the main issue of different departments not being able to see cases or information on a company or person. Each department can look up information and see what has gone on with that case. No need to reach out to the original person because you have all the notes you need.
  • Easy to create cases and put in notes, log calls, assign to other users.
  • Salesforce is very user- friendly
  • Strong program, can handle many users all at the same time.
  • One thing is, you have to put the time you took on the case if you edited it. I would like to change the name or a note and not have to go back and put how long it took.
  • Reports can sometimes be hard to create.
If you get a call and create a case and put in your notes you can save it and if it needs to go to a different department you can assign it to another queue and they can see it and see all the notes that went into the call. They will have everything they need and will not have to contact you for information.
December 21, 2017

Salesforce PRM Review

Eric Faust | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
It's used to manage our partners inside of Salesforce. It's being deployed across the organization, but the focus is on integrations. It solves many problems, namely a streamlined way to manage your partners, resellers, VARS etc.
  • Different Funnels, Buckets, and Entitlements for each
  • Easy to use
  • Simple to set up
  • Could be more user-friendly, intuitive
  • Lack of personalization at the end user level
  • Better solutions on the market, Impartner is more flexible and cost effective.
If you are managing resellers, VARs, OEMs etc.
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