PRM for Slack App: Key Considerations

The latest Salesforce Summer ’23 update has brought some fantastic features for sales teams, making their lives easier and helping them save time and enhance efficiency. One of the most exciting additions in this release is the PRM for Slack app. In this article, we’ll give you the lowdown on this awesome new solution and show you how to get started with it. So, let’s dive in and explore how to use Slack for Salesforce partner management and uncover the transformative potential of the PRM for Slack app!

Salesforce Summer '23 Release: Most Exciting Features for Experience Cloud​

In this blog post, the Advanced Communities team covers the Salesforce Summer '23 Release and what new features are introduced for Experience Cloud​. Read our blog to find out what’s new in Salesforce Summer Updates 2023.
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PRM for Slack App: what it is and how it works

PRM for Slack app is an innovative tool, part of the Sales Cloud partner relationship management, designed to revolutionize how vendors and partners work together. By connecting vendors and partners directly within Slack, it allows for seamless communication, information sharing, and collaboration, bringing everyone on the same page.

Imagine having a centralized space where vendors and partners can easily share updates, collaborate on opportunities, and speed up approval processes. Well, that’s exactly what the PRM for Slack app offers! It brings your internal sales teams and partners into a single partner channel, making it a breeze to access, update, and share important records. Plus, you can automate key business processes, saving time and effort. Integrating the PRM for Slack app with Sales Cloud and the partner portal takes partner management and collaboration to the next level.

With the PRM for Slack partner management software at your disposal, as a vendor, you gain the ability to:

  • Collaborate effectively with your partners, promoting synergy and joint efforts.
  • Sell together with your partners, leveraging combined strengths for increased success.
  • Automate processes to enhance efficiency and reduce manual effort.
  • Ultimately, drive partner sales as a cohesive team, maximizing results and achieving shared objectives.

Why do you need a new PRM for Slack app?

The PRM for Slack app is a game-changer in partner relationship management. It simplifies crucial processes like deal registration and lead distribution through automation using Salesforce Flow and global actions. By connecting it to your Sales Cloud and partner portal, you centralize communication and streamline collaboration between your sales teams and partners. 

5 unique features of PRM for Slack partner relationship management software:

  1. Seamless integration. Stay up to date on opportunities and deals by searching and posting records on partner channels directly from Salesforce within Slack.

PRM for Slack app
  1. Streamlined partner channels. Create and manage partner channels in Salesforce Lightning Experience or in Slack. Automatically include all partners associated with an account, ensuring everyone stays connected.
  2. Real-time collaboration. Receive notifications and collaborate instantly from any device. Stay productive and connected, whether you’re at your desk or on the go.
  3. Lead acceleration. Qualify leads and close deals faster with the “Lead & Opportunity scoring” PRM for Slack app feature. 
PRM for Slack app
  1. Strategic partnership. Develop and execute strategies with partners through the partner portal, leveraging established Salesforce permissions.
  2. Automated business processes. Make deal registration and lead distribution easier with business process automation built on AI-powered insights, all from within Slack.
deal registration

Looking for ways to enhance your strategic relationship management with partners and drive lead generation for your business? This is the blog you need to read to learn how to enhance the capabilities of your partner portal. 

PRM with AC Partner Marketplace: Enhancing Partner Relations and Lead Generation

Read our article to learn how the AC Partner Marketplace, a robust solution for partner portals in Salesforce Experience Cloud, can help you enhance your partner relations management and drive lead generation for your business.
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Key considerations to keep in mind

To use PRM for Slack app customers need a Slack Enterprise Grid edition and Partner Community Licenses.

Required editions:

Available in: Lightning Experience with Salesforce for Slack Integrations Enabled

Available in: Enterprise and Unlimited Editions with Salesforce for Slack Integrations Enabled

Available in: Slack Enterprise Grid

Ensure a smooth setup process for PRM for Slack by keeping these requirements and limitations in mind:

  • You must enable the PRM for Slack app in Initial Slack Setup. 
  • You must be a Salesforce PRM customer and use Slack Enterprise Grid. 
  • Partner users need a Partner Community license. This requirement can be fulfilled by either the Logins and Members or the Partner Relationship Management SKUs.
  • Partners must have a Slack workspace before they can work with the PRM for Slack application. 

How does it work?

Well, the PRM for Slack app uses Slack Connect, which allows channels in Slack to be made with people from different organizations. So, a company can link its workspace with its partner organizations. The company then connects the PRM for Slack app to its Salesforce account, while partner users connect the app to their partner portal. Once these connections are established, all the data is shared between the company and its partners.

What do partners want? It’s an age-old question for vendors, suppliers, and those involved in sales or managing partnerships. We’ve made an effort to answer it for you. Check out our latest blog to learn more about Salesforce partner management and discover the top three things partners desire and see what a partner portal as a PRM system can offer. 

The Role of a Partner Portal in Delivering an Effective Partner Program

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How Advanced Communities can help 

If you want to explore Slack integrations with Salesforce, need assistance in getting started with the PRM for Slack solution, or require help with setting up and configuring your partner portal, feel free to reach out to us. Advanced Communities is an award-winning provider of Salesforce Experience Cloud services and apps, with a strong specialization in Experience Cloud. We help companies from various industries set up beautiful sites on Experience Cloud and provide impactful apps to meet their specific business needs. Our AC MemberSmart  members management software, AC Events Enterprise event management app, and AC Ideas Ultimate LEX native idea management software are highly appreciated by our customers. Don’t be a stranger; reach out and learn what we can do for you!

AC Events Enterprise

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    Maximizing Feedback and Ideas to Enhance Products and Services

    No matter what industry you’re in or the size of your business, customer feedback and idea sharing are absolute game-changers when it comes to enhancing products and services. They provide incredible insights into what customers truly want and the challenges they face, enabling companies like yours to make intelligent decisions and enhance customer satisfaction.

    In this article, we will highlight the remarkable capabilities of AC Ideas Ultimate, a powerful Salesforce ideas management app designed for Experience Cloud. AC Ideas Ultimate streamlines the entire ideas management process, offering you a comprehensive platform to capture, analyze, and implement the valuable insights shared by your customers, employees, and stakeholders.

    Salesforce Ideas: functionality and limitations

    Salesforce provides an Ideas feature to let you create an engaging space for gathering ideas and feedback on your Experience Cloud site. Using the Ideas feature is like having an online suggestion box where users can share their ideas, vote on them, and join discussions. It’s a great way to gather input from your community and see which ideas are most popular. To make things even more organized, you can create different zones within the community that focus on specific interests, product groups, or types of customers. 

    However, there are significant limitations that you should consider before implementing this great functionality on your Experience Cloud site. One of the most important among them is that the Ideas Object is accessible only in Salesforce Classic, and unfortunately, Lightning Experience users cannot utilize it. This means that whenever Lightning users need to access the Ideas component, they have to switch back to the Classic version, which can be quite time-consuming and inconvenient.

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      Is it possible to access Ideas in Lightning Experience (LEX)? 

      Accessing Ideas in the Salesforce Lightning Experience (LEX) has become increasingly challenging for users, as they are required to switch to Classic in order to access ideas on their online community. This process of switching back and forth between Classic and Lightning is highly inconvenient and poses a significant hurdle for Lightning users.

      But there’s a Salesforce solution – LEX-native Ideas management software that works on your Experience Cloud site. This is where AC Ideas Ultimate comes into play! 

      AC Ideas Ultimate

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      AC Ideas Ultimate as an impactful Salesforce ideas management solution

      If you want to access Ideas within the Salesforce Lightning Experience without experiencing any system performance issues, all you need to do is install AC Ideas Ultimate, a LEX-native application, in your Salesforce org. This handy Salesforce Ideas management app is packed with a variety of features that not only ensure secure access but also provide long-term reliability and scalability. With AC Ideas Ultimate, managing ideas right from your Experience Cloud site becomes a breeze.

      AC Ideas Ultimate main features:

      • Zone-based ideation. This feature allows you to create separate zones to tailor the ideation process to specific products or target audiences. 
      • Idea prioritization. Effectively rank and prioritize ideas based on factors like votes, development effort, or monetary value. 
      • Custom fields support. Capture the essential information for your organization by configuring custom fields and fieldsets for creating ideas in Salesforce Lightning and on-site. 
      • Idea campaigns. Create ideas campaigns that will have their dedicated landing pages with comprehensive details and descriptions. Ideas created for a specific campaign will be visually highlighted with a color of your choice.
      • Customizable reports & dashboards. Monitor idea performance, track votes, analyze statuses, posts, new ideas, and categories. Use the Ideas matrix for feedback analysis to identify top-performing ideas.
      AC Ideas Ultimate Matrix
      • Kanban view support. Seamlessly move ideas between different statuses with easy drag-and-drop functionality. Benefit from additional path options for greater flexibility.
      • Jira integration. Simplify idea tracking by linking Salesforce ideas to Atlassian Jira issues.
      AC Ideas Ultimate Jira integration
      • Reputation support. Set rewards for posting ideas, commenting, and voting, and award reputation points for each activity.
      • Email notifications. After subscribing to a certain idea, users start getting regular email notifications regarding updates, such as changes in the idea’s status, new comments, and official answers. 
      • Idea Flagging. Members can flag ideas they support or oppose and provide an explanation for their reasoning.
      AC Ideas Ultimate idea flagging

      Unleashing the power of AC Ideas Ultimate for a feedback-driven innovation and improvement

      As a customer feedback analysis tool, AC Ideas Ultimate ideas management app allows you to enhance your products and services based on real customer needs and preferences, leading to increased customer retention and loyalty. And as your business evolves and grows, AC Ideas Ultimate ensures that you have a scalable solution that can keep up with your changing needs.

      How AC Ideas Ultimate helps with product development and service improvements

      1. Idea generation. With AC Ideas Ultimate, you can unlock the power of your customers, employees, and partners to drive ongoing improvements in your products and services. By implementing this app to your Experience Cloud site, you can gather valuable insights, feedback and ideas that can contribute to the enhancement of your offerings.
      2. Idea evaluation. Utilizing AC Ideas Ultimate, you can evaluate and analyze the ideas and feedback received. The app offers functionality for organizing and categorizing suggestions, making it easier to identify trends and prioritize the most impactful ideas.
      3. Streamlined idea management. The application streamlines the entire idea management process, making it easier to track, analyze, and implement ideas. With features like zone-based ideation, customizable reports, and Kanban view support, you can organize and manage ideas efficiently, ensuring nothing falls through the cracks.
      4. Chatter support. The application acts as a central hub for collaboration, enabling discussions and interactions around ideas. It fosters engagement and encourages active participation, empowering your team, customers or partners to contribute their expertise and perspectives.
      5. Cases related ideas. This AC Ideas Ultimate feature enables a seamless transition from customer support cases to actionable ideas. It ensures that valuable feedback received through cases is not lost but rather transformed into potential improvements.
      6. Opportunities related ideas. When ideas are linked to opportunities, it enables you to align product and service improvements with specific sales opportunities. This customer-centric approach ensures that your enhancements are closely tied to the needs and requirements of potential customers. It increases the likelihood of delivering solutions that resonate with your target market.
      7. Seamless integration. AC Ideas Ultimate seamlessly integrates with your existing Salesforce ecosystem, ensuring data consistency and security. It simplifies the management of ideas and feedback, making it easy to track progress, prioritize initiatives, and monitor the impact of implemented improvements.

      Idea Management Strategies for Business Innovation and Efficiency

      A systematic approach for managing ideas can skyrocket the business innovation process, helping with efficiency and growth. Read our blog to discover our best tips on how to implement a successful idea management strategy.
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      Conclusion

      If you’re an organization looking to set up a great ideation process for a product or service innovation on your Experience Cloud site, AC Ideas Ultimate is the way to go. By tapping into the collective intelligence of your stakeholders, you can constantly improve, make your customers happier, and grow your business sustainably. It’s all about harnessing those brilliant ideas and insights to keep evolving and staying ahead in the game. With AC Ideas Ultimate, you’ll have the power to drive continuous improvement, enhance customer satisfaction, and achieve long-term success.

      Need assistance with the Salesforce Experience Cloud integration? As a trusted SI Salesforce partner, Advanced Community is here for you. Feel free to reach out with any questions or concerns. Click the “Read customer stories” button and discover how we assist our customers in achieving success across a wide range of industries. Whether they utilize Salesforce for nonprofits, manufacturing, IT/high tech, healthcare, or other sectors, our products and services have helped them thrive.

      Success Stories

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      AC Partner Marketplace Product Sheet

      Download the fact sheet now to explore:
      • How the app streamlines the entire channel sales process, from onboarding to selling.
      • How it enhances partner management with a self-service platform, real-time updates, and lead generation.
      • How it supports network expansion and automates business workflows.
       

      Complete the form to get your free copy.

       

       
       

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      AC Knowledge Management Enterprise Product Sheet

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      • Key features – See how AC Knowledge Management Enterprise empowers your support team.
      • Benefits – Understand the value it brings to your customers.
      • Real results – See the impact AC Knowledge Management Enterprise can have on your organization.
       
       

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      AC Ideas Ultimate Product Sheet

      Download the fact sheet now to explore how AC Ideas Ultimate helps you:
      • Capture – Easily collect ideas from customers, team members, and stakeholders.
      • Evaluate – Use built-in tools to score, prioritize, and review ideas based on custom criteria.
      • Implement – Track progress, convert cases into ideas, and turn the best ideas into actionable projects.
       
       

      Complete the form to get your free copy.

       

       
       

      By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

       

      AC MemberSmart Product Sheet

      Download the fact sheet now to explore:
      • Key features – See how AC MemberSmart empowers your team.
      • Benefits – Understand the value it brings to your members.
      • Real results – See the impact AC MemberSmart can have on your organization.
       
       

      Complete the form to get your free copy.

       

       
       

      By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

       

      AC Events Enterprise Product Sheet

      Download the fact sheet now to explore:
      • Key features – Learn how AC Events Enterprise automates registration, marketing, and analytics.
      • Benefits – Learn how it improves attendee satisfaction and helps your event shine.
      • Proven results – See how the app transforms your event outcomes.
       

      Complete the form to get your free copy.

       

       
       

      By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

       

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      Nov 08, 2024 at 04:00 PM GMT