Visualisation of Tableau Pulse dashboard on a laptop and a mobile screen.

Strengthen and Optimise Partner Relationships

Empower your business and ecosystem to move and serve faster. Salesforce Customer 360 offers retailers the ability to market, sell and serve their business partners. Built on the trusted Salesforce Platform, our B2B solutions for retailers help you to connect with your partners in a whole new way.

These retailers trust Salesforce to power their partner success.

  

Unify data and insights.

Integrate all your data and systems for better operational efficiency. Provide real-time and AI-infused insight and analytics on marketing campaigns and channels, enabling corporate or the franchises to pivot and plan faster.

A console outlining the data streams available.

Tableau can help you use data responsibly to drive better business outcomes with fully-integrated data management, data governance, visual analytics, data storytelling and collaboration. Automate repetitive tasks to provide streamlined and personalised experiences.

A dashboard showcasing various data points visualised as graphs.

Get native analytics for Salesforce with CRM Analytics. Take data-driven action with visual insights, AI-powered predictions and out-of-the-box user experiences, dashboards and KPIs.

A console outlining the data streams available.
A dashboard showcasing various data points visualised as graphs.

Drive efficiency and profitability for B2B purchasing.

Deliver commerce your way with a flexible online store platform. Boost conversions with B2B templates designed for success and built on best practices. Automated set-up flows help you quickly create feature-rich localised shop fronts, customised by geography and language.

A module showcasing delivery and payment details.

Empower B2B buyers with a consumer-grade experience, allowing them to easily find, purchase or reorder products with pre-negotiated pricing. Use natural language, photos or videos — all connected to enterprise-wide data — to facilitate high-volume reorders and nuanced conversations across digital channels and accelerate transactions on popular messaging apps.

A reorder portal outlining past orders and allowing for sales and service integration.

Boost conversions with AI-powered data analysis. Merchandisers gain insight into shopper behaviour and top-selling products, discovering what shoppers often buy together. They can use AI to take action to improve store performance, grow customer lifetime value and achieve business goals.

A sales tracker outlining the revenue, sales and team performance.
A module showcasing delivery and payment details.
A reorder portal outlining past orders and allowing for sales and service integration.
A sales tracker outlining the revenue, sales and team performance.

Collaborate with vendors and partners.

Slack Connect empowers you to engage with your customers and external partners securely to move projects forward faster. Collaborate spontaneously with voice, video, screen share, drawing and mark-up.

Slack Connect dashboard that showcases ease of collaboration with vendors and partners.

Move customer relationships beyond email and text with workflows, context and emojis in Slack. Integrate real-time CRM data to deliver the personalised experiences that keep shoppers coming back for more.

A chatbot improving connections between internal team and vendors on Slack.

Collaborate confidently with enterprise-grade security features and compliance standards. Slack Connect empowers you to engage with your customers and external partners securely to move projects forward faster.

A collaborative environment that brings together vendors and partners to drive efficiency.
Slack Connect dashboard that showcases ease of collaboration with vendors and partners.
A chatbot improving connections between internal team and vendors on Slack.
A collaborative environment that brings together vendors and partners to drive efficiency.

Build strong customer relationships and grow revenue with a single source of truth.

Autonomously nurture inbound leads to build pipeline. Offload early funnel activities like outreach, answering product questions and scheduling meetings. Deliver trusted, accurate responses grounded in CRM data to personalise interactions. Smoothly transition qualified leads to human sellers.

An email window showing an interaction between a vendor and a customer.

Give every rep a dedicated coach to practise their pitches, handle objections and negotiate before real customer meetings. Conduct role-plays, tailored to each deal. Provide personalised and objective feedback afterward to help reps close with confidence.

A dashboard showing information about a prospective lead, Einstein insights and next actions.

Move deals forward faster by guiding sellers through the sales process. Get deal-specific insights and easily unify opportunity and account data for a single customer profile - whether in CRM or on the go.

A lead drop showing stats about a new opportunity and expected revenue.
An email window showing an interaction between a vendor and a customer.
A dashboard showing information about a prospective lead, Einstein insights and next actions.
A lead drop showing stats about a new opportunity and expected revenue.

Maximise business growth with Partner Relationship Management

Personalise the partner experience based on each user's needs with easy-to-build templates and drag-and-drop tools. Keep partners engaged with updated, relevant content. Help partners stay on track toward revenue achievement with individualised partner scorecards - all while staying on brand.

A CRM dashboard outlining partner scoreboard and lead conversion rate.

Capture attention, maintain consistent engagement and motivate long-term success with Partner Tracks, powered by Enablement. Guide partners the moment they enter the portal with clickable walk throughs. Serve up the necessary resources, goals and assets.

An onboarding dashboard that covers lead conversion metrics.

Help partners sell by giving them quick access to the knowledge they need to answer buyer questions. Embed existing knowledge articles and chatbots where possible to scale support. Route cases to the right agent when needed. Allow partners to access selling support from any device.

Partner relationship management console that shows knowledge hub with the right offerings.
A CRM dashboard outlining partner scoreboard and lead conversion rate.
An onboarding dashboard that covers lead conversion metrics.
Partner relationship management console that shows knowledge hub with the right offerings.

Grow and optimise franchise management.

Plan and attract new franchise owners, engaging the right leads at the right time with Sales Cloud. Focus on the hottest leads with automated lead scoring and lead pass from marketing. Keep in touch to prospects first. Get real-time alerts when leads show interest.

Franchise management tool showcasing real-time insights and Einstein scoring of positives and negatives.

Salesforce gives team members easy access to a unified platform to drive engagement from hire to retire. Equip your team with access to tasks, product insight and collaboration. Facilitating on-boarding, training and Q&A to streamline operations and partnerships.

Franchise management tool showcasing relevant links for the search term “relocation”.

Integrate all your data and systems for better operational efficiency. Provide AI-infused and real-time insight and analytics on marketing campaigns and channels, enabling corporate or the franchises to pivot and plan faster.

A New Data Stream console that showcases different data sources.
Franchise management tool showcasing real-time insights and Einstein scoring of positives and negatives.
Franchise management tool showcasing relevant links for the search term “relocation”.
A New Data Stream console that showcases different data sources.
Customer interacting with a sales rep online.

Create the perfect retail wholesale partner solution with us.

Contact us today to learn more about how Salesforce can meet your unique needs.

Learn new skills with free, guided learning on Trailhead.

Strengthen and Optimise Partner Relationships FAQs

Our portfolio of B2B retail software products, built on the trusted Salesforce Platform, helps you to connect with your vendors and partners in a whole new way. Now everyone — your marketing, sales, commerce, service, IT and data teams — can augment their work with connected data, trusted AI and the #1 AI CRM, purpose-built for retail.

Retailers have access to a unified engagement platform that provides a single source of truth across their entire partner ecosystem - marketing, commerce, service and IT. You can now focus on driving costs down and loyalty up with Salesforce for retail CRM.

Boost loyalty with connected experiences across marketing, commerce and service, delivered through the Salesforce Platform. Empower employees and associates with digital tools and data to effectively serve shoppers at all touchpoints with our retail solutions.

Choose the B2B retail solution that's right for you — whether your goal is to win new and profitable customers, simplify and scale omni-channel commerce, elevate connected and consistent service, supercharge your store and HQ employees or strengthen and optimise partner relationships.