Partner Relationship Management Portal on SalesforceCloud transformation & analytics
Improved collaboration, streamlined onboarding, reduced sales cycles, increased efficiency, and data-driven decision-making.
Challenge
The client deals in software services and has a reseller and co-seller program. They have multiple partners (sellers) and needed to have a seamless sales process, opportunity conversion, quote generation, approvals, case management, etc. They also needed stakeholders, distributors, resellers, and managers to have direct access to important information like pricing, sales, marketing resources, documents, and certificates.
Business Solution
- Developed an outward-facing partner relationship management (PRM) portal for enhanced collaboration.
- Features: Secure partner portal, streamlined management processes, personalized experiences.
- Clarity on leads and opportunities, reduced duplicates, and centralized program tracking.
- Self-service access to knowledge for portal use, and timely management of partner programs.
- BI-based dashboards for data analysis, and ROI tracking.
Tech
Solution
Techniques included PRM licensing, profile setup, and security management. Customization involved designing multiple screens and configuring objects such as leads, opportunities, accounts, and cases for partner and channel users. Process flows were created. Reports, dashboards, and knowledge articles were implemented, along with training and support for the seamless adoption of the PRM portal.
How can we help you?
We have helped clients across Asia, Europe, and Americas to transform their challenges into impactful improvements.
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Amanda Seyfried
Sales & Marketing