Partner Relationship Management

Grow revenue by extending the power of Salesforce across your partner ecosystem. Build personalized partner experiences on a single integrated platform. Win with outcomes-based onboarding and branded marketing assets. Guide faster partner selling with AI insights. Automate fund requests and discounting. Ensure ongoing success with partner relationship management software built on the #1 AI CRM.

Tailor every partner experience to generate revenue.

Personalize 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, from enablement to AI-driven deal insights and Next Best Actions. 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 partner action with Partner Tracks, an embedded enablement solution. Guide partners the moment they enter the PRM with in-app guidance. Steer partners toward work that will generate revenue with data-driven programs that use CRM data to promote the best outcomes and milestones. Serve up the best resources and assets to help ramp, develop, and mature partnerships.

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

Make it effortless for your partners to engage with you by bringing partner deals directly to Slack using the PRM for Slack app. Automate deal registration and simplify updating deal data right in the flow of conversation. With Slack AI, get up to speed fast on 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.

Accelerate partner productivity with automation and AI.

Stay close to partner deals with Einstein Copilot. Ensure partners sell the right way with AI-generated emails and prompts. Get up to speed fast on partner deals with channel recaps and thread summaries in Slack Connect with Slack AI. Automate deal collaboration in the flow of work with PRM for Slack.

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.

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.

Connect partners to great deals using Einstein lead and opportunity scoring. Make it easy for them to pinpoint which deals are progressing with embedded scores and comprehensive view of current pipeline in the PRM experience with Pipeline Inspection. Help partners work faster with generative 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.
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.
A partner's marketing hub has campaign and request mdf options and windows show campaign message info and email templates.
Pop outs show a partner's lead inbox and discount request. A window shows opportunities closing this month and score.

Set partners up for success with insights and support.

Get visibility into deal progress and update partner selling data from any CRM using Partner Connect. Make it easy for partners to securely work and track deals as they progress by allowing teams to pull specific deals from PRM into their CRM. Give everyone automated, real-time updates on co-selling deals across multiple CRMs. Maintain data integrity and decrease duplication of efforts with easy-to-set-up data mapping.

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 Einstein-generated insights about pipeline and revenue potential. Connect insights to actual deals and guide partners with steps to take to achieve more wins. Track partner leads 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. Provide answers to commonly asked questions with generative AI-powered search using existing knowledge bases. Scale that support with AI-powered chatbots. Automatically 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

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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.