Salesforce Partner Management

Score8.1 out of 10

43 Reviews and Ratings

Community insights

TrustRadius Insights for Salesforce Partner Management are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Efficient Lead Tracking: Users have appreciated the platform's ability to track leads efficiently, along with its seamless integration with CRM systems, helping them streamline their lead management process and improve overall sales performance.

Customizable Features: Reviewers found the platform highly customizable, enabling them to tailor the system to their specific needs. This flexibility allows for easy implementation of deal registration, MDF addition, and partner management all within a single platform.

Clear User Interface: Customers have highlighted the platform's clear and concise user interface that effectively organizes calls, notes, and client information. This intuitive design enhances user productivity by providing quick access to essential data and functionalities.

Reviews

13 Reviews

Salesforce Partner Management for growing companies that used Tune

Rating: 7 out of 10

Incentivized

July 6, 2022

Use Cases and Deployment Scope

Salesforce Partner Management is being used to increase engagement with our company's partners and alliances. It is aimed to decrease the lifecycle of the on-boarding process, while enabling out partners with customers' information and remove friction. With Salesforce Partner Management we also keep track of partner engagement, quickly identify bottlenecks, and focus on solutions.

Pros

Partners management in one platform
Advancing on-boarding experience
Information sharing based on the type of the partnership

Cons

Pricing bundles for the users
Access to features based on the role within the company
Product guidance and onboarding material for different levels of the users

Likelihood to Recommend

For partners on-boarding and information sharing this tool is a perfect fit. It also fits well for admin users as it helps to consolidate all information in one place with most common integrations being supported by Salesforce. So far we've been dipping our toes with this product, but in the future look forward to expanding on functionalities that we utilize in business processes.

Verified User

Manager in Product Management (501-1000 employees)

Vetted Review

1 year of experience

Highly customizable and seemless integration

Rating: 8 out of 10

Incentivized

July 6, 2022

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

Likelihood to Recommend

The Salesforce Partner Management is most useful for those already using Salesforce to intake partner data straight into their Salesforce org and process it as needed from there. It streamlines the opp reg process and makes it easy to track every piece of partner data we have. If you don't use Salesforce, you shouldn't use the Salesforce PRM and should explore other solutions

Nathaniel Sintros

Sales Operations Manager in Sales at Tessian (51-200 employees)

Vetted Review

3 years of experience

View profile

Salesforce Partner Management is the right choice for Salesforce User Companies

Rating: 8 out of 10

Incentivized

June 21, 2022

Use Cases and Deployment Scope

Salesforce Partner Management is used in our company to manage business leads, pipeline and order information from our large network of Distributors in a way that integrates with our internal CRM, i.e. the Salesforce CRM. It provides us a secure and practical way to provide access to partners to input data into our CRM but in a partitioned state. We can have all the information and KPIs to track, while the partners will access only their information.

Pros

Partner/Distributors Management
CRM Integration
Access/Data Safety

Cons

Cost per User
Need of technical support
More Customization

Likelihood to Recommend

If your business relies on resellers, distributors or partners to sell your products in certain territories and your company CRM is Salesforce, using the SFA Partner Management to integrate would be the logical choice as you can keep your Salesforce CRM as the "source of truth" for your business without having to use multiple tools and systems.

Fabricio Velasco

Global Demand Generation Manager in Marketing at Ingersoll Rand (10,001+ employees)

Vetted Review

3 years of experience

View profile

Best solution to improve relationship with partners

Rating: 8 out of 10

Incentivized

June 20, 2022

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

Likelihood to Recommend

Recently we suffer some data insight and visualization-related issues in our organisation that reduces productivity and ROI. With the help of Salesforce, it is very easy to relationship management with Channel Partners and tracks the overall process.

Rakesh Sharma

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

Vetted Review

1 year of experience

View profile

Salesforce PRM to increase your sales performance

Rating: 10 out of 10

Incentivized

June 20, 2022

Use Cases and Deployment Scope

It's key for us to be able to connect all the dots between leads, clients, customer services and sales, whether they are the direct or indirect channels. This software helps us to monitor the performance and make sure we are making the right adjustment without delay. Having the connection with the CRM allows us to get the best from Salesforce and offer the best customer services and sales journey to our client.

Pros

Connection with the CRM
Forecasting capability
The data and reports tool
Handle all channels

Cons

Customer care center
Expensive
Customization

Likelihood to Recommend

If you have a multi-channel environment with branches and partners and subcategories, all and all, any complexity to your sales/customer including external partners/vendor or associate for an ongoing business deal, this tool could be for you if you don't want to miss any bottleneck or broken process. You also want to make sure everything is shared, transparent and track, that tool with offer you the perfect foundation for trust.

Verified User

Director in Information Technology (501-1000 employees)

Vetted Review

3 years of experience

Salesforce Partner Management makes cross-collaboration a breeze!

Rating: 8 out of 10

Incentivized

June 18, 2022

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.

Likelihood to Recommend

It makes it easy to share information across the organization. Specifically, the search feature makes it simple to find info and detailed information about client interaction and stored notes that we have on that specific account. It is great that it has the ability to be customized, but the more you customize the less the organization and easy user interface goes down.

Marisa Laycock

Account Executive in Sales at Brooksource (11-50 employees)

Vetted Review

1 year of experience

View profile

Start today with Salesforce Partner Management and you won't regret it!

Rating: 9 out of 10

Incentivized

June 18, 2022

Use Cases and Deployment Scope

Today we use Salesforce Partner Management in our company for creating partner portals for some of our business-to-business clients. One common use case for us is the creation of we car dealers, as a partner portal, that before was taking us a long time to market and more effort.

Pros

Integrations with CMS tools.
WYSIWYG interface to avoid coding.
Artificial Intelligence functionalities (Einstein module).

Cons

For advanced use cases, some coding is necessary.
Less performance when dealing with large amounts of data.
Having more integrations with other marketing automation tools could help expand its functionality.

Likelihood to Recommend

Salesforce Partner Management is a great tool for scenarios where a partner portal needs to be created in a quick and cost-efficient manner by teams that do not necessarily have a broad technical knowledge and when the time to market is key. In the situations where the use case is more advanced and cannot be covered by the out-of-the-box functionalities of SPM, then the tool is less effective.

Verified User

Engineer in Marketing (501-1000 employees)

Vetted Review

2 years of experience

A solid Partner Management experience

Rating: 8 out of 10

Incentivized

June 17, 2022

Use Cases and Deployment Scope

We use Salesforce Partner Management to manage our numerous partners that market our product for various private and public use cases. The partner management platform helps us keep track of our partners and run campaigns, email sends, and any co-selling opportunities. We also use the analytics and partner search functions as needed.

Pros

Connects with Salesforce CRM
Retains historical data
Good UI
Well organized
Easy to link items to owners
Salesforce CMS is good

Cons

Data storage constraints
Reports are counterintuitive
Pricing model is expensive
Could have more analytics options

Likelihood to Recommend

When managing different partner marketing campaigns, Salesforce Partner Management worked well. We were able to input multiple partners who were creating content and building advertising campaigns. We could also track the success of these campaigns. The entire partner lifecycle was self-contained.

the platform is less helpful when managing our own in-house campaigns, but that’s not what we primarily used it for.

Verified User

Strategist in Marketing (501-1000 employees)

Vetted Review

2 years of experience

One stop solution for B2B companies with a lot of partners to deal with daily.

Rating: 10 out of 10

Incentivized

June 17, 2022

Use Cases and Deployment Scope

We use this system to locate partners, manage MDF distribute leads, and track their information. It's good to have it integrated with CRM leads and accounts. It also contains past data of them which is very helpful.

Pros

Help track the leads.
Helps lead distribution.
Connected with CRM.
Customization is possible.
Deal registration.
Adding MDF.

Cons

A lot of training is required for implementation.
It's very costly.
Not every partner uses this.

Likelihood to Recommend

It's good to keep a track of partners and distribute leads to them. If they use the same system, it's easier for them to keep a check on leads. We need to have a separate way of handling them and assigning MDF to them. They even allow us lead integration which is the best thing any marketer/salesperson wants with a good UI.

Verified User

Employee in Marketing (1001-5000 employees)

Vetted Review

2 years of experience

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

Rating: 9 out of 10

June 16, 2022

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

Likelihood to Recommend

If you use Salesforce you must use the Partner Management area to keep track of your most important partnerships. We had a few swings and misses with some important partners when we had employees leave and the handoff wasn't great. Now that we have a centralized system, the communication channels are clear as can be and everyone has access to the core vitals of our most important partnerships.

Kyle Polich

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

Vetted Review

2 years of experience

Loading Reviews List....