Salesforce Partner Management

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

If you are managing resellers, VARs, OEMs etc.