Item: Salesforce Partner Management
Rating: 8
Author: Marisa Laycock

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.

Pros and Cons

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.

Most Important Features

Track data and notes to cross- collaborate with team and organization.
Import data/ notes and keep it organized in one place for my own viewing.

Return on Investment

Saves time during my day to find not only my notes but other people's notes so I don't have to go back to them to find the data.

Key Insights

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?

I wasn't involved with the selection/purchase process

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

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.

Salesforce Partner Management makes cross-collaboration a breeze!

Overall Satisfaction with Salesforce Partner Management