Salesforce PRM
Supercharge your channel sales.
Overview
Salesforce PRM is part of the Sales Cloud and allows businesses to manage their channel partners directly within their Salesforce environment. It provides partners with a branded portal to access leads, register deals, access marketing materials, and collaborate with the direct sales team, ensuring a unified view of the sales pipeline.
✨ Key Features
- Partner Portal (Experience Cloud)
- Lead & Opportunity Management
- Deal Registration
- Marketing Development Funds (MDF)
- Partner Onboarding & Training (Salesforce Enablement)
- Einstein AI for Partners
- Reports & Dashboards
🎯 Key Differentiators
- Native integration with the Salesforce CRM platform.
- Leverages the full power of Salesforce, including AI (Einstein) and analytics.
- Highly customizable and scalable through the Salesforce platform and AppExchange.
Unique Value: Extends the power of the world's #1 CRM to your partners, creating a unified platform for managing all your sales channels and customer relationships.
🎯 Use Cases (3)
✅ Best For
- Creating a single source of truth for direct and indirect sales.
- Improving collaboration between internal sales teams and external partners.
- Leveraging existing Salesforce data and workflows for channel management.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not using Salesforce CRM.
- Businesses needing a lightweight, standalone PRM solution.
🏆 Alternatives
Provides a level of native CRM integration that third-party PRM solutions cannot match, eliminating data sync issues and providing a single source of truth.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premier Success Plan tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
Free tier: NA
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