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Salesforce Partner Management

Score8.1 out of 10

43 Reviews and Ratings

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What is Salesforce Partner Management?

Salesforce Partner Management is a partner relationship management (PRM) software solution offered by Salesforce.

Categories & Use Cases

Reviews

What users are saying about Salesforce Partner Management.
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Highly customizable and seemless integration

Incentivized
Nathaniel SintrosView profile
Sales Operations Manager in Sales at Tessian (51-200 employees employees)

Use Cases and Deployment Scope

We use the Salesforce Partner Management software to manage our opportunity registrations and communicate with our partners in a variety of ways. It houses a variety of important information and partners submit all opp regs through it, so it is vital to our channel business and building it from scratch. We had nothing previously, so it's a great improvement for us

Pros

  • Intake opportunity registrations
  • House partner content
  • Customizable branding

Cons

  • Heavy lift for buildout
  • Finicky UI
  • Hard to do some simple things

Most Important Features

  • Salesforce connection
  • Customization opportunity

Return on Investment

  • Increase opportunity registrations
  • Reporting ability

Alternatives Considered

ImpartnerPRM

Other Software Used

Gong, Clari, Outreach

Best solution to improve relationship with partners

Incentivized
Rakesh SharmaView profile
Sr SEO Analyst in Marketing at ProMobi Technologies Pvt. Ltd. (201-500 employees employees)

Use Cases and Deployment Scope

We are using this tool to manage our business and direct partners that help our company to maintain ROI and track every possible insight. It also helps monitor the overall ROI of the company.

Pros

  • Data Import
  • Data Visualization
  • 24/7 Support
  • Multi featured Dashboard

Cons

  • Phone Support need to improve in my opinion.
  • Custom Reports
  • Data visualization issues

Most Important Features

  • Simplify Onboarding
  • Explore, segment and filter the reports
  • Easy to understand the Dashboard

Return on Investment

  • Help to skyrocket the ROI
  • Ease to manage the Partners data
  • Love the AI of the tool

Salesforce Partner Management makes cross-collaboration a breeze!

Incentivized
Marisa LaycockView profile
Account Executive in Sales at Brooksource (11-50 employees employees)

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

  • Clear, concise user interface.
  • Organizes calls & notes & client info into one uniform platform.
  • Allows knowledge to be shared across the organization & account teams.

Cons

  • 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.

Salesfore Partner Managment - If you are already in the Salesforce Ecosystem you must try this!

Kyle Polich
Digital Project Manager in Information Technology at Advicent (51-200 employees employees)

Use Cases and Deployment Scope

We used the Partner Management piece of Salesforce strictly to keep an official record of the partnerships we had at a certain level. The Salesforce suite of products is great, but the add-ons like Partner Management are where it really shined for our organization. We had some confusion around what a parent was at a ground level and the solution as--they aren't a partner if they aren't in the Salesforce Partner Management area.

Pros

  • Guided Setup
  • Automated Channel Marketing
  • Connect to our existing Salesforce CMS

Cons

  • More releases per year
  • More detailed release notes with change log call outs
  • More template options for setup

Most Important Features

  • Real time support
  • Customized Experience
  • Ease of use

Return on Investment

  • Easier references
  • Better conversation tracking
  • Fits into our existing tech stack

Alternatives Considered

Analytic Partners, HR Partner and Full Partner

Other Software Used

Jira Work Management (Jira Core), DevSamurai Polls, Surveys and Votes for Confluence, Trello

Best PRM tool in channel and partner management

Incentivized
Nagaraj C
Senior Software Engineer in Corporate at KPMG (10,001+ employees employees)

Use Cases and Deployment Scope

This software will give you a direct view of the performance of channel partners. We use it to manage the recruitment, onboarding, training, and support of your indirect sales channels. It will enable them to explore and filter reports they create on their own and access quip for Salesforce.

Pros

  • Channel marketing with channel partners
  • Training and onboarding
  • Relationship management
  • Improve stakeholder relations

Cons

  • Need improvement in user friendly design.
  • It lags sometimes to create reports.
  • There are more available features which is not easily accessible to a regular user.

Most Important Features

  • It supports 24/7
  • Custome reports and analytics
  • Recruitment process

Return on Investment

  • Acquire costomers
  • Grow market share
  • Enhance customer relationship

Alternatives Considered

ImpartnerPRM and Allbound

Other Software Used

Allbound, ImpartnerPRM, PartnerStack