Salesforce Partner Cloud (formerly Salesforce PRM) Features

Assigns information access rights based on company, user role, group, or tier

Tracks partner leads, opportunities, and monitors deals through pipeline stages

Allows partners to move deals into the main channel while retaining input and receiving compensation

Manage allocation and performance of financial assets

Finds common overlap between you and your partner's prospects

Defines partnership overlaps into prospects, open opportunties or current customers

Provides suggestions for what to do when data between partners intersect

Allows users to search by brand to see who is driving traffic for your competitors.

Allows users to

Allows users to identify partners by content based on search rankings to ensure optimal collaboration.

Allows users to provide partners with approved creative, current offers, and curated product catalogs they’ll need to promote your brand.

Allows users to give key partners offers and sales deals to encourage them to keep your offers front and center.

Allows users to provide partners with product catalogs to help gudie them towards the right products to promote

Allows users to track partner conversions

Allows users to track the partners that bring in your most loyal customers.

Allows users to measure partner-influenced revenue to show ROI

Allows users to integrate data from data warehouse software into the partner ecosystem platform

Allows users to integrate data from a CRM into the partner ecosystem platform

Allows users to integrate Account-Based Marketing Software into the partner ecosystem platform

Provide analytics on incentive programs to better manage and track

Ability to customize incentive programs based on partner

Provide gamification features to encourage channel partners

Ability to create and design a channel incentive program

Provide rewards, monetary or non-monetary, based on incentive programs

Manage sales performance incentive funds (SPIFs) for channel partners

Manage partner discounts for large volume sales

Monitor and track MDFs across partner activities

Provide automation of the rebate process

Manage and track the performance of other incentive programs

Web-based portal that helps distributors, partners and other service providers access marketing and sales content

Provides access to a repository that contains shared marketing or sales materials and tools

Tracks revenue via links, leads, deals, and influenced revenue

Operates across multiple systems, tools, and platforms.

Automates critical processes and triggers alerts across the partner lifecycle

Offers structured onboarding with learning modules, trainings, and certifications

Offers multi-currency, automated partner payments with VAT/tax compliance

Streamlines the process of finding, qualifying, and recruiting new channel partners

Manages incentive programs, whether it’s through commissions, bonuses, or tiered rewards

Allows partners to move deals into the main channel while retaining input and receiving compensation

Provides reports and dashboards that track partner activities such as performance, engagement, leads, and marketing fund utilization

Manages co-branding, MDFs, and campaigns through marketing automation

Handles deal registration and streamlines submissions, approvals, and tracking

Set up connections to third-party platforms to improve business processes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Strategize and implement rewards for returning customers, employees and other members

Track and manage adherence to policies for any service, product, process, or supplier

Track employee/learner's progression through training programs

Manage various distribution channels, build relations with channel partners, and track their performance

Track an affiliate partner's promotion of a product or service and any associated sales

Managing salespeople/distributors who sell products for direct sales companies

Log and store the source of contacts/leads

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Store, manage, and track all electronic documents in a centralized location

Provides a channel for team members to share media files, communicate, and work together

Reporting on how each user, task or process has advanced since its initiation

Establish measurable goals and objectives and track their progress over a specific period of time

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input (e.g. automate submissions, emails, workflows)

Anticipates needs and offers suggestions without prompting

Provides an AI chat agent to engage and guide partners conversationally

Manage the process of attracting and converting business prospects into leads

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Interact with data visualization elements, such as charts and graphs, to drill down into data

Application programming interface that allows for integration with other systems/databases

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and interpret campaign performance metrics

View and track pertinent metrics to find patterns and gain insights from data

Add customized logos and colors to align with company branding

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Route and distribute your leads to third party buyers

Use AI to generate content in the form of text, images, videos, etc.