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What is Salesforce PRM?

Salesforce Partner Relationship Management (PRM) enables businesses to manage and scale their partner ecosystem effectively with features for partner onboarding, collaboration, and performance tracking. Integrated directly into Salesforce’s CRM, the platform provides a centralized solution to streamline processes such as deal registration, marketing funds requests, and partner support. With AI-driven tools like sales forecasting, partner analytics, and automated sales workflows, businesses can optimize their partner channels, improve engagement, and drive higher revenue. The solution empowers businesses to deliver a personalized partner experience while gaining critical insights to drive smarter, data-backed decisions.

What is PartnerBoard?

PartnerBoard functions as an all-encompassing platform dedicated to managing and enhancing partnership and referral programs by integrating every aspect of partners, referrals, and incentives into an interactive board that updates in real time. It creates a clear "source of truth" for referrals, allowing partners to collaboratively access a single board while enabling the program owner to have full visibility over the process, which promotes automatic updates for partners and clarity regarding incentives. Users can effectively track both incoming and outgoing referrals, pinpoint their origins, assess the performance of top partners, and explore analytical dashboards that showcase successful tactics and highlight potential growth opportunities. The system ensures a smooth referral process, where each entry specifies key criteria, contacts, and initial steps, allowing users to send qualified referrals in just a few minutes; partners can also tailor their views to display pertinent information, thereby reducing friction and improving coordination. Additionally, real-time alerts and seamless integrations with a variety of tools, including email, CRM systems, and webhooks, keep teams updated whenever a referral is submitted or altered, contributing to a more productive workflow. This comprehensive strategy not only enhances communication but also fortifies partnership connections, ultimately leading to superior outcomes for all parties involved while promoting a culture of collaboration and transparency.

Media

Media

Integrations Supported

Salesforce
Google Analytics
HubSpot CRM
Oracle Partner Relationship Management

Integrations Supported

Salesforce
Google Analytics
HubSpot CRM
Oracle Partner Relationship Management

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/sales/partner-relationship-management/

Company Facts

Organization Name

PartnerBoard

Company Location

United States

Company Website

www.partnerboard.io

Categories and Features

Channel Marketing

Campaign Management
Channel Analytics
Content Management & Sharing
Incentive Management
Inventory Control
Lead Management
Multiple Channel Configurations
Order Management
Partner Management
Pipeline Management
Social Promotion

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Categories and Features

Affiliate

Affiliate Management
Affiliate Tracking
Banner Management
Commission Management
Contest Management
Coupon Management
Email / Newsletter Communication
Fraud Detection
Multi Level Marketing (MLM)
Multi-Language
Social Sharing

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

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