Salesforce, a global leader in CRM, has introduced a new partner relationship management (PRM) app. Sales Cloud Partner Relationship Management, an amalgamation of new and existing Salesforce technologies, is designed to allow companies to build modern, branded partner communities, the company said.
A new guided setup wizard will enable channel managers to easily configure, customize and deploy the app. Using the interactive wizard, channel managers will be able to seamlessly configure lead distribution, deal registration, marketing development funds and AppExchange Components, such as Xactly for compensation management and NetExam for a learning management system.
Additionally, channel managers will be able to automatically assign partners into tiers and provide targeted promotions and customized content based on those tiers.
Lightning CMS Connect will allow channel managers to create a customized, branded partner experience. Channel managers will be able to drag and drop existing website content, graphics and videos ensuring partner portals stay as up-to-date as a company’s website.
The company’s Einstein Content Recommendations feature will use machine learning to surface files that enable channel reps to be more productive. For example, if a partner views a new product description document, Einstein will recommend files, including logo graphics, product placement instructions and pricing documentation for that new product.
Channel Marketing Automation will extend the power of Marketing Cloud to every partner, enabling them to build, track and analyze email campaigns to deliver 1:1 customer journeys on any device. Companies will be able to ensure partners are using the right messaging and collateral as they implement their own marketing initiatives.
Mike Micucci, GM and SVP, Salesforce Products, commented that Sales Cloud PRM fills the need of many companies. It is “a turnkey app that enables them to extend the world’s best CRM to their partners,” he said.
Sales Cloud PRM is generally available now with the Partner Community Cloud License. The new Guided Setup Wizard, Einstein Content Recommendations and Channel Marketing Automation are expected to be generally available in the second half of 2017. Lightning CMS Connect will be in beta in June 2017.