One stop solution for B2B companies with a lot of partners to deal with daily.
Updated July 08, 2022

One stop solution for B2B companies with a lot of partners to deal with daily.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Partner Management

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.
  • Partner lead assignment.
  • Sending mail notification to them.
  • Tracking the leads we send.
  • MDF
  • Partner insights.
  • Single integrated lead management system- positive.
  • Partner information and communication - positive.
  • One system for all partner needs like assigning deal registration or MDF- positive.
  • Trainings required internally- negative.
  • Too expensive- negative.
We had 3-4 systems separated while using SAP with various forms created in 123 forms notified in various notifications going to various mailboxes with people manually checking the deal registrations and MDF. For leads, it was done using SAP with no access to the lead status after transferring the leads. Now we have full integration with a single system which is very helpful.

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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.