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Partner marketing

With Salesforce CRM Partners, you can manage multichannel marketing campaigns that leverage all of your channel partners and give you the most bang for your marketing buck. Your partners will be consistently “on message” because they have immediate access to company, product, collateral, and program communications.

 

Optimize lead flow from capture to close

To have a successful channel business, managing leads effectively and optimizing lead flow across partners is a must. Salesforce CRM Partners helps you route qualified leads to the right partner and track the status of every lead. Partners get instant access to the latest prospects, and leads are never dropped.

Manage partner budgets effectively

Maximize the use of MDF and co-op programs by letting partners request and claim marketing funds via the portal or via Salesforce to Salesforce. Manage planning, requests, approvals, and claims processing. Gain complete visibility into approved requests, approved claims, claims liability, available-budget balances, and approval audit trails.

Provide collateral to help partners win

A lack of effective sales tools has long been a key roadblock to channel success. Now your partners can find the best and most up-to-date product information and content quickly and easily so they can use it to close more business.