Partner Relationship Management

Power your partner ecosystem with complete and flexible partner relationship management software integrated directly into your CRM. Engage every partner in your industry using personalized templates and data-driven enablement. Automate marketing fund requests, discounting, and service case management. Speed up selling with data and AI, and easily co-sell across CRMs.

Start selling with partners on Day 1.

Create engaging partner experiences with easy-to-use templates and drag and drop tools from Experience Cloud. Keep partners engaged with updated, relevant, and personalized content. Help partners stay on track toward revenue achievement with individualized partner scorecards — all while staying on brand.

A partner portal template hias Eintein recommendations, closed won graph, and scoreboard. A pop out has template components.

Motivate and enable partner selling directly in the partner experience with Partner Tracks. Guide partners towards the right tasks with easy-to-build in-app guidance that takes them through processes step-by-step. Make it simple for partners to know what matters by tying partner activity — like campaigns run, leads generated, or deals closed — to enablement outcomes that drive the business forward. Serve up the best resources to help ramp, develop, or mature partnerships.

A partner's marketing hub has campaign and request mdf options and windows show campaign message info and email templates.

Make it easy for partners to collaborate with Slack and Slack Connect. Get partners up to speed on their deals right inside Slack with the PRM for Slack app. Automate deal registration and simplify updating deal data in the flow of conversation. With Slack AI, partners can quickly assess partner deals with channel recaps and thread summaries.  

A Slack screen with a partner channel and deal update with pop outs for next steps and channel summary.
A partner portal template hias Eintein recommendations, closed won graph, and scoreboard. A pop out has template components.
A partner's marketing hub has campaign and request mdf options and windows show campaign message info and email templates.
A Slack screen with a partner channel and deal update with pop outs for next steps and channel summary.

Make partner selling easier with automation and AI.

Connect partners to great deals using AI-generated lead and opportunity scoring. Make it easy for them to pinpoint which deals are progressing with embedded scores and a comprehensive view of current pipeline in the PRM experience with Pipeline Inspection. Help partners work faster with AI-generated emails they can build themselves using CRM data.

Pop outs show a partner's lead inbox and discount request. A window shows opportunities closing this month and score.

Drive demand with the help of partners. Get partner marketing projects off the ground fast with pre-built, approved marketing journeys and co-branded marketing assets that they can tap into on their own. Make it easier for partners to execute marketing tactics with simple requests for marketing funds and campaign approval. Approve requests and campaigns right from Salesforce.

A partner's marketing hub has campaign and request mdf options and windows show campaign message info and email templates.

Get quick deal summaries and partner scorecards with Agentforce. Ensure partners sell the right way with AI-generated emails and prompts. Get up to speed on partner deals fast and stay there with channel recaps and thread summaries in Slack Connect with Slack AI.

A sales AI window shows a rep's prompt to write a partner an email with a reply. A Slack AI shows a question from a partner.
Pop outs show a partner's lead inbox and discount request. A window shows opportunities closing this month and score.
A partner's marketing hub has campaign and request mdf options and windows show campaign message info and email templates.
A sales AI window shows a rep's prompt to write a partner an email with a reply. A Slack AI shows a question from a partner.

Scale easily with a partner solution built on Salesforce.

Make it easy for partners to securely work and track deals from any CRM with Partner Connect. Get real-time, automated updates on co-selling deals and ensure visibility across partners and their teams. Maintain data integrity and decrease duplication of efforts with easy-to-set-up mapping that determines which data gets shared and which data syncs.

Windows show a Partner Connect screen with dropdown to choose partner, CRM lead export, and lead leads based on company.

Activate partner selling with out-of-the-box dashboards and reports specifically for them. Give them access to AI-generated insights about revenue potential and next steps for achieving more wins. Track partner wins and opportunities right in Sales Cloud.

Windows show a partner dashboards drop down, a channel manager dashboard dropdown, and Einstein recs with next steps.

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

A partner support window has a search for "Request Marketing Funds," a pop out with Einstein answers, and a chat window.
Windows show a Partner Connect screen with dropdown to choose partner, CRM lead export, and lead leads based on company.
Windows show a partner dashboards drop down, a channel manager dashboard dropdown, and Einstein recs with next steps.
A partner support window has a search for "Request Marketing Funds," a pop out with Einstein answers, and a chat window.
Trends in Partner Selling

9 out of 10 businesses use partners. Maximize their value.

Get fresh insights about partner enablement, AI, and more from 5,500 sales and partner pros in our “Trends in Partner Selling” report.

Get the most out of Partner Relationship Management software with partner apps and experts.

Accelerate revenue growth with thousands of prebuilt and consultant offerings on AppExchange. Check them out today.

Accenture Logo
IBM Logo
Slalom Logo

Join the Salesblazer Community.

Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.

Become a Salesblazer with free, guided learning on Trailhead.

Partner Relationship Management Software Frequently Asked Questions

Partner relationship management (PRM) is the process of managing the relationships and interactions between a company and its partners, such as resellers, distributors, and agents. It involves collaborating with partners to increase sales and revenue, improve customer experience, and enhance market reach.

Partner relationship management software (or channel sales software) is a tool that helps businesses manage their partner relationships and interactions. It enables businesses to collaborate with partners on sales and marketing activities, track partner performance, and provide partner training and support.

Channel sales refers to the process of selling products or services through third-party partners, such as resellers, distributors, or agents, rather than through a company's own sales team. It is a common sales strategy used by many businesses to expand their market reach and increase sales.

Partner relationship management software offers several benefits, such as increased partner engagement, improved partner performance, enhanced collaboration between businesses and partners, streamlined partner onboarding and training, and improved visibility into partner activities and performance.

Partners go by many names depending on the industry you work in: broker, agent, dealer, reseller, supplier, affiliate, and distributor - just to name a few. Regardless of their title or exact role or industry, these partners tend to need partner relationship management software or channel sales software solution

Yes! With the new PRM for Slack App, engaging and collaborating with your partners has never been easier. Learn more about the app here.