Build a scalable partner experience with partner relationship management software integrated directly into your CRM. Engage every one of your partners using personalized templates and sales, marketing, and service tools — all backed by your data and AI inside your CRM. Automate sales processes, marketing fund requests, discounting, and service case management. Easily co-sell across CRMs.
Grow loyalty and close more deals with an engaging and easy-to-use partner experience — from initial onboarding to closing and servicing deals.
Connect partners to great deals using deal registration and lead routing automation. Help partners work faster by giving them AI-generated insight into which leads and opportunities are most likely to close. Make it easy for them to pinpoint where to focus with real-time tracking inside Pipeline Inspection.
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 reduce duplicated efforts by determining which fields get shared and which fields automatically sync.
Activate partner selling with out-of-the-box dashboards and reports feeding directly from CRM. Give partners access to AI-generated insights about revenue potential and next steps for achieving more wins. Track partner wins and opportunities right in Sales Cloud.
Drive demand with the help of partners. Get partner marketing projects off the ground fast with prebuilt, approved marketing journeys and co-branded marketing assets they can tap into on their own. Simplify executing partner marketing by automating marketing fund and campaign requests. Approve both right from Salesforce.
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.
Manage the entirety of the partner experience from the same CRM used for the rest of the business. Get a complete view of how partner work is going with visibility on leads, opportunities, and enablement engagement in one view. Easily set permissions for both partners and internal teams.
Start by selecting your Sales Cloud edition. Some editions already support PRM right out of the box. You can enhance your PRM solution with products like these.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Salesforce's PRM solution enables us to scale efficiently while giving our partners a personalized, self-service experience.
Tim TsaoGlobal Head of Partner Programs, Stripe
Get fresh insights about partner enablement, AI, and more from 5,500 sales and partner pros in our “Trends in Partner Selling” report.
Accelerate revenue growth with thousands of prebuilt and consultant offerings on AgentExchange. Check them out today.
Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.
Try Sales Cloud free for 30 days. No credit card, no installations.
Tell us a bit more so the right person can reach out faster.
Get the latest research, industry insights, and product news delivered straight to your inbox.
Partner relationship management (PRM) is the process of managing the interactions between a company and partners who sell the company's goods or services on its behalf, such as resellers, distributors, and agents. It involves collaborating with partners on effective partner enablement and sales strategies that increase revenue and expand 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.
Common features to look for in Partner Relationship Management (PRM) software include partner marketing automation, easy integration with your CRM, and centralized channel management. When powered by AI, the software also offers partner support at scale and automations that make your business more efficient.
To choose the right Partner Relationship Management (PRM) software, first identify your specific business needs. Look for software that is easy for both your team and your partners to use. The software should integrate with your current tools, like your Customer Relationship Management (CRM). It should offer key features like tools for partner onboarding, customizable dashboards, and complete incentive management.
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
PRM software allows you to securely work and track deals with partners. You can get real-time automated updates on co-selling deals and share information securely. It also ensures that all partners have access to the latest product updates, marketing materials, and training resources.
PRM software can improve engagement by supporting partners with the tools and training they need to succeed. AI-generated insights give partners visibility into which leads and opportunities are most likely to close. Real-time dashboards give you and partners a look at metrics that drive your business. And AI-powered self service helps partners find answers faster, so they can answer buyer questions and close deals.
A CRM helps you manage direct customer relationships with trusted data. PRM software is built to manage your relationships with indirect sales partners, rather than the end consumer. PRM software gives your partners tools and resources they need to sell effectively, and enables you to create a partner program at scale.
Yes! With the new PRM for Slack App, engaging and collaborating with your partners has never been easier. Learn more about the app here.
Writers drafted these FAQs with the help of AI.
