Salesforce Partner Management is the right choice for Salesforce User Companies
June 21, 2022

Salesforce Partner Management is the right choice for Salesforce User Companies

Fabricio Velasco | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Partner Management

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.

Pros

  • Partner/Distributors Management
  • CRM Integration
  • Access/Data Safety

Cons

  • Cost per User
  • Need of technical support
  • More Customization
  • Integration - Salesforce CRM
  • Safety and Stability
  • Customization
  • Better visibility on Partner performance
  • Possibility of Customize Partner Portal
  • Partner/Distribution can be more than 50% of Business
Since our main CRM for the business is Salesforce, the choice for the Salesforce Partner Management was a no-brainer and no other option was researched at the time. While it would not be ideal in most scenarios, for us it proved to be the right choice under our timeframe and needed capabilities. Salesforce delivered it.

Do you think Salesforce Partner Management delivers good value for the price?

Yes

Are you happy with Salesforce Partner Management's feature set?

Yes

Did Salesforce Partner Management live up to sales and marketing promises?

Yes

Did implementation of Salesforce Partner Management go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce Partner Management again?

Yes

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.

Using Salesforce Partner Management

100 - Salesforce Partner Management is used in my organization by internal employees and, naturally, by a large number of resellers and Distributors that need access to certain areas of our CRM, so we can have visibility of Distributors lead management, quoting and order management, as well as client relationship management and tracking/reporting.
3 - We have a Team of 3 Salesforce technicians responsible to support the company globally in regards to our Salesforce Partner Management day-to-day requirements, as well as updates, maintenance and customizations that over time are required and performed internally. That is an important aspect of the product success in the company; continuous support and enhancement.
  • Distributor Portal Management
  • Visibility on Channel Distribution
  • Integration between Direct and Indirect Channels
  • It will continuously evolve
  • chat functions might be the next innovation
We are definitely going to renew as we created and developed a very functional and complete solution that we won't want to lose. and the reason we achieved that is by continuously evolving and enhancing. That would not be possible without the qualified technical support we have at our disposal internally.

Using Salesforce Partner Management

Salesforce Partner Management is complete and has great usability. Just as a Salesforce full CRM does. However, when you have to deploy the initial implementation and/or create the infrastructure for your Salesforce Partner Management it might require, as expected, a very good support and development team and resources.
ProsCons
Like to use
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
None
  • Access Management
  • CRM management
  • Partner Management
  • Implementation may require lot of time and resource
  • Initial Customization
Yes - Overall the mobile interface is very well done. I personally prefer the desktop interface for a business application but if you are on the go or also in need to be "always-on" the mobile interface will keep you on and you will not feel disrupted. It does do it well.

Comments

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