Salesforce Partner Management Reviews and Ratings

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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

Likelihood to Recommend

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

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.